Monarch Capital Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
29,763
+18
| +0.1% | +$1.82K | 0.81% | 38 |
|
|
2025
Q1 | $3.27M | Buy |
29,745
+2,565
| +9% | +$282K | 0.91% | 38 |
|
|
2024
Q4 | $3.43M | Buy |
27,180
+1,135
| +4% | +$143K | 0.94% | 37 |
|
|
2024
Q3 | $3.55M | Buy |
26,045
+3,615
| +16% | +$493K | 0.96% | 37 |
|
|
2024
Q2 | $3.07M | Buy |
22,430
+1,866
| +9% | +$255K | 0.9% | 36 |
|
|
2024
Q1 | $3.06M | Buy |
20,564
+1,902
| +10% | +$283K | 0.86% | 38 |
|
|
2023
Q4 | $2.93M | Buy |
18,662
+1,642
| +10% | +$258K | 0.89% | 39 |
|
|
2023
Q3 | $2.65M | Buy |
17,020
+19
| +0.1% | +$2.96K | 0.85% | 42 |
|
|
2023
Q2 | $3.05M | Buy |
17,001
+774
| +5% | +$139K | 0.92% | 39 |
|
|
2023
Q1 | $3.15M | Buy |
16,227
+532
| +3% | +$103K | 0.97% | 39 |
|
|
2022
Q4 | $2.73M | Buy |
15,695
+6
| +0% | +$1.04K | 0.84% | 40 |
|
|
2022
Q3 | $2.53M | Buy |
15,689
+330
| +2% | +$53.3K | 0.83% | 40 |
|
|
2022
Q2 | $2.8M | Buy |
15,359
+2,755
| +22% | +$503K | 0.84% | 41 |
|
|
2022
Q1 | $2.7M | Buy |
12,604
+826
| +7% | +$177K | 0.72% | 43 |
|
|
2021
Q4 | $2.52M | Buy |
11,778
+457
| +4% | +$97.9K | 0.65% | 44 |
|
|
2021
Q3 | $2.06M | Buy |
11,321
+1,125
| +11% | +$205K | 0.57% | 48 |
|
|
2021
Q2 | $2.12M | Sell |
10,196
-13
| -0.1% | -$2.7K | 0.61% | 46 |
|
|
2021
Q1 | $1.74M | Sell |
10,209
-250
| -2% | -$42.5K | 0.51% | 52 |
|
|
2020
Q4 | $1.76M | Sell |
10,459
-90
| -0.9% | -$15.2K | 0.55% | 48 |
|
|
2020
Q3 | $1.76M | Hold |
10,549
| – | – | 0.61% | 44 |
|
|
2020
Q2 | $1.17M | Hold |
10,549
| – | – | 0.43% | 53 |
|
|
2020
Q1 | $985K | Buy |
10,549
+932
| +10% | +$87K | 0.4% | 57 |
|
|
2019
Q4 | $1.13M | Buy |
9,617
+850
| +10% | +$99.5K | 0.37% | 58 |
|
|
2019
Q3 | $1.05M | Buy |
8,767
+2,558
| +41% | +$306K | 0.37% | 57 |
|
|
2019
Q2 | $641K | Sell |
6,209
-200
| -3% | -$20.6K | 0.23% | 68 |
|
|
2019
Q1 | $716K | Buy |
6,409
+450
| +8% | +$50.3K | 0.26% | 68 |
|
|
2018
Q4 | $581K | Buy |
5,959
+375
| +7% | +$36.6K | 0.24% | 68 |
|
|
2018
Q3 | $652K | Hold |
5,584
| – | – | 0.24% | 69 |
|
|
2018
Q2 | $593K | Hold |
5,584
| – | – | 0.23% | 68 |
|
|
2018
Q1 | $584K | Hold |
5,584
| – | – | 0.22% | 70 |
|
|
2017
Q4 | $665K | Sell |
5,584
-175
| -3% | -$20.8K | 0.25% | 68 |
|
|
2017
Q3 | $692K | Sell |
5,759
-75
| -1% | -$9.01K | 0.26% | 65 |
|
|
2017
Q2 | $645K | Hold |
5,834
| – | – | 0.24% | 67 |
|
|
2017
Q1 | $626K | Sell |
5,834
-48
| -0.8% | -$5.15K | 0.23% | 67 |
|
|
2016
Q4 | $674K | Sell |
5,882
-200
| -3% | -$22.9K | 0.25% | 66 |
|
|
2016
Q3 | $665K | Sell |
6,082
-200
| -3% | -$21.9K | 0.25% | 68 |
|
|
2016
Q2 | $677K | Sell |
6,282
-100
| -2% | -$10.8K | 0.25% | 67 |
|
|
2016
Q1 | $673K | Buy |
6,382
+18
| +0.3% | +$1.9K | 0.24% | 69 |
|
|
2015
Q4 | $612K | Sell |
6,364
-319
| -5% | -$30.7K | 0.24% | 69 |
|
|
2015
Q3 | $660K | Sell |
6,683
-804
| -11% | -$79.4K | 0.27% | 65 |
|
|
2015
Q2 | $726K | Buy |
7,487
+3
| +0% | +$291 | 0.28% | 66 |
|
|
2015
Q1 | $726K | Buy |
7,484
+201
| +3% | +$19.5K | 0.27% | 67 |
|
|
2014
Q4 | $810K | Sell |
7,283
-950
| -12% | -$106K | 0.31% | 65 |
|
|
2014
Q3 | $809K | Sell |
8,233
-450
| -5% | -$44.2K | 0.32% | 63 |
|
|
2014
Q2 | $891K | Sell |
8,683
-1,400
| -14% | -$144K | 0.34% | 62 |
|
|
2014
Q1 | $982K | Hold |
10,083
| – | – | 0.39% | 58 |
|
|
2013
Q4 | $1.06M | Sell |
10,083
-180
| -2% | -$18.9K | 0.42% | 57 |
|
|
2013
Q3 | $938K | Sell |
10,263
-750
| -7% | -$68.5K | 0.39% | 58 |
|
|
2013
Q2 | $952K | Buy |
+11,013
| New | +$952K | 0.41% | 57 |
|