Monarch Capital Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.47M | Sell |
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|
2025
Q2 | $3M | Buy |
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|
2025
Q1 | $3.27M | Buy |
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|
2024
Q4 | $3.43M | Buy |
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|
2024
Q3 | $3.55M | Buy |
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|
2024
Q2 | $3.07M | Buy |
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|
2024
Q1 | $3.06M | Buy |
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|
2023
Q4 | $2.93M | Buy |
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|
2023
Q3 | $2.65M | Buy |
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|
2023
Q2 | $3.05M | Buy |
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|
2023
Q1 | $3.15M | Buy |
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|
2022
Q4 | $2.73M | Buy |
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|
2022
Q3 | $2.53M | Buy |
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|
2022
Q2 | $2.8M | Buy |
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|
2022
Q1 | $2.7M | Buy |
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|
2021
Q4 | $2.52M | Buy |
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|
2021
Q3 | $2.06M | Buy |
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|
2021
Q2 | $2.12M | Sell |
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|
2021
Q1 | $1.74M | Sell |
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|
2020
Q4 | $1.76M | Sell |
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|
2020
Q3 | $1.76M | Hold |
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|
2020
Q2 | $1.17M | Hold |
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|
2020
Q1 | $985K | Buy |
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|
2019
Q4 | $1.13M | Buy |
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|
2019
Q3 | $1.05M | Buy |
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|
2019
Q2 | $641K | Sell |
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|
2019
Q1 | $716K | Buy |
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|
2018
Q4 | $581K | Buy |
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|
2018
Q3 | $652K | Hold |
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|
2018
Q2 | $593K | Hold |
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|
2018
Q1 | $584K | Hold |
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|
2017
Q4 | $665K | Sell |
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|
2017
Q3 | $692K | Sell |
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|
2017
Q2 | $645K | Hold |
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|
2017
Q1 | $626K | Sell |
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|
2016
Q4 | $674K | Sell |
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|
2016
Q3 | $665K | Sell |
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|
2016
Q2 | $677K | Sell |
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|
2016
Q1 | $673K | Buy |
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|
2015
Q4 | $612K | Sell |
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|
2015
Q3 | $660K | Sell |
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|
2015
Q2 | $726K | Buy |
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|
2015
Q1 | $726K | Buy |
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|
2014
Q4 | $810K | Sell |
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|
2014
Q3 | $809K | Sell |
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|
2014
Q2 | $891K | Sell |
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|
2014
Q1 | $982K | Hold |
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|
2013
Q4 | $1.06M | Sell |
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|
2013
Q3 | $938K | Sell |
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|
2013
Q2 | $952K | Buy |
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