Morgan Dempsey 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 | $4.62M | Sell |
45,768
-427
| -0.9% | -$43.1K | 1.93% | 27 |
|
|
2025
Q1 | $5.08M | Buy |
46,195
+1,731
| +4% | +$190K | 2.12% | 28 |
|
|
2024
Q4 | $5.61M | Buy |
44,464
+4,029
| +10% | +$508K | 2.25% | 24 |
|
|
2024
Q3 | $5.51M | Sell |
40,435
-6,383
| -14% | -$870K | 1.89% | 31 |
|
|
2024
Q2 | $6.41M | Sell |
46,818
-2,259
| -5% | -$309K | 2.14% | 31 |
|
|
2024
Q1 | $7.29M | Sell |
49,077
-4,203
| -8% | -$625K | 2.33% | 30 |
|
|
2023
Q4 | $8.38M | Sell |
53,280
-3,964
| -7% | -$623K | 2.56% | 26 |
|
|
2023
Q3 | $8.92M | Buy |
57,244
+1,780
| +3% | +$277K | 2.78% | 18 |
|
|
2023
Q2 | $9.94M | Sell |
55,464
-3,266
| -6% | -$585K | 2.84% | 16 |
|
|
2023
Q1 | $11.4M | Buy |
58,730
+2,267
| +4% | +$440K | 3.08% | 7 |
|
|
2022
Q4 | $9.82M | Buy |
56,463
+8,251
| +17% | +$1.43M | 2.72% | 19 |
|
|
2022
Q3 | $7.79M | Buy |
48,212
+8,898
| +23% | +$1.44M | 2.56% | 23 |
|
|
2022
Q2 | $7.18M | Buy |
39,314
+1,088
| +3% | +$199K | 2.18% | 32 |
|
|
2022
Q1 | $8.2M | Sell |
38,226
-463
| -1% | -$99.3K | 2.43% | 24 |
|
|
2021
Q4 | $8.29M | Sell |
38,689
-1,675
| -4% | -$359K | 2.58% | 24 |
|
|
2021
Q3 | $7.35M | Sell |
40,364
-2,193
| -5% | -$399K | 2.42% | 27 |
|
|
2021
Q2 | $8.85M | Sell |
42,557
-1,533
| -3% | -$319K | 2.77% | 17 |
|
|
2021
Q1 | $7.5M | Buy |
44,090
+6,925
| +19% | +$1.18M | 2.37% | 30 |
|
|
2020
Q4 | $6.26M | Sell |
37,165
-7,363
| -17% | -$1.24M | 2.54% | 24 |
|
|
2020
Q3 | $7.42M | Buy |
44,528
+1,545
| +4% | +$257K | 2.85% | 21 |
|
|
2020
Q2 | $4.78M | Buy |
42,983
+2,888
| +7% | +$321K | 1.96% | 29 |
|
|
2020
Q1 | $3.75M | Buy |
+40,095
| New | +$3.75M | 1.81% | 30 |
|
|
2016
Q3 | – | Sell |
-13
| Closed | -$1K | – | 199 |
|
|
2016
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 209 |
|