Monument 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
Q1 | – | Sell |
-2,033
| Closed | -$256K | – | 228 |
|
|
2024
Q4 | $256K | Buy |
2,033
+38
| +2% | +$4.79K | 0.07% | 166 |
|
|
2024
Q3 | $272K | Sell |
1,995
-807
| -29% | -$110K | 0.08% | 161 |
|
|
2024
Q2 | $383K | Sell |
2,802
-1,453
| -34% | -$199K | 0.11% | 125 |
|
|
2024
Q1 | $632K | Sell |
4,255
-1,206
| -22% | -$179K | 0.18% | 101 |
|
|
2023
Q4 | $859K | Buy |
5,461
+858
| +19% | +$135K | 0.28% | 87 |
|
|
2023
Q3 | $718K | Sell |
4,603
-15,348
| -77% | -$2.39M | 0.24% | 88 |
|
|
2023
Q2 | $3.58M | Sell |
19,951
-1,392
| -7% | -$250K | 1.14% | 22 |
|
|
2023
Q1 | $4.14M | Buy |
21,343
+1,444
| +7% | +$280K | 1.39% | 15 |
|
|
2022
Q4 | $3.46M | Sell |
19,899
-1,358
| -6% | -$236K | 1.18% | 18 |
|
|
2022
Q3 | $3.43M | Buy |
21,257
+3,783
| +22% | +$611K | 1.29% | 17 |
|
|
2022
Q2 | $3.19M | Buy |
17,474
+829
| +5% | +$151K | 1.2% | 14 |
|
|
2022
Q1 | $3.57M | Sell |
16,645
-584
| -3% | -$125K | 1.16% | 15 |
|
|
2021
Q4 | $3.69M | Sell |
17,229
-470
| -3% | -$101K | 1.15% | 19 |
|
|
2021
Q3 | $3.22M | Buy |
17,699
+285
| +2% | +$51.9K | 1.1% | 19 |
|
|
2021
Q2 | $3.62M | Buy |
17,414
+325
| +2% | +$67.6K | 1.25% | 17 |
|
|
2021
Q1 | $2.91M | Sell |
17,089
-1,305
| -7% | -$222K | 1.16% | 23 |
|
|
2020
Q4 | $3.1M | Sell |
18,394
-15
| -0.1% | -$2.53K | 1.43% | 16 |
|
|
2020
Q3 | $3.07M | Sell |
18,409
-2,442
| -12% | -$407K | 1.62% | 12 |
|
|
2020
Q2 | $2.32M | Buy |
20,851
+228
| +1% | +$25.3K | 1.36% | 28 |
|
|
2020
Q1 | $1.93M | Sell |
20,623
-67
| -0.3% | -$6.26K | 1.39% | 38 |
|
|
2019
Q4 | $2.42M | Buy |
20,690
+301
| +1% | +$35.2K | 1.24% | 35 |
|
|
2019
Q3 | $2.44M | Sell |
20,389
-644
| -3% | -$77.2K | 1.33% | 30 |
|
|
2019
Q2 | $2.17M | Buy |
+21,033
| New | +$2.17M | 1.17% | 40 |
|
|
2018
Q4 | – | Sell |
-12
| Closed | -$1K | – | 294 |
|
|
2018
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 301 |
|