Mork 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 | $797K | Hold |
7,900
| – | – | 0.58% | 89 |
|
2025
Q1 | $869K | Hold |
7,900
| – | – | 0.68% | 83 |
|
2024
Q4 | $996K | Buy |
+7,900
| New | +$996K | 0.66% | 94 |
|
2023
Q4 | – | Sell |
-4,820
| Closed | -$751K | – | 145 |
|
2023
Q3 | $751K | Hold |
4,820
| – | – | 0.59% | 90 |
|
2023
Q2 | $864K | Hold |
4,820
| – | – | 0.66% | 71 |
|
2023
Q1 | $935K | Hold |
4,820
| – | – | 0.76% | 52 |
|
2022
Q4 | $838K | Buy |
+4,820
| New | +$838K | 0.64% | 95 |
|
2021
Q1 | – | Sell |
-8,400
| Closed | -$1.42M | – | 103 |
|
2020
Q4 | $1.42M | Hold |
8,400
| – | – | 1.04% | 28 |
|
2020
Q3 | $1.4M | Hold |
8,400
| – | – | 1.53% | 15 |
|
2020
Q2 | $934K | Hold |
8,400
| – | – | 1.1% | 36 |
|
2020
Q1 | $785K | Hold |
8,400
| – | – | 1.08% | 35 |
|
2019
Q4 | $983K | Buy |
+8,400
| New | +$983K | 0.7% | 74 |
|
2018
Q4 | – | Sell |
-8,400
| Closed | -$981K | – | 135 |
|
2018
Q3 | $981K | Hold |
8,400
| – | – | 0.79% | 65 |
|
2018
Q2 | $892K | Hold |
8,400
| – | – | 0.79% | 70 |
|
2018
Q1 | $879K | Hold |
8,400
| – | – | 0.84% | 69 |
|
2017
Q4 | $1M | Buy |
8,400
+1,100
| +15% | +$131K | 0.67% | 65 |
|
2017
Q3 | $877K | Hold |
7,300
| – | – | 0.71% | 73 |
|
2017
Q2 | $807K | Hold |
7,300
| – | – | 0.69% | 79 |
|
2017
Q1 | $783K | Sell |
7,300
-900
| -11% | -$96.5K | 0.7% | 87 |
|
2016
Q4 | $940K | Hold |
8,200
| – | – | 0.66% | 57 |
|
2016
Q3 | $897K | Hold |
8,200
| – | – | 0.86% | 56 |
|
2016
Q2 | $883K | Hold |
8,200
| – | – | 0.88% | 44 |
|
2016
Q1 | $865K | Hold |
8,200
| – | – | 0.84% | 47 |
|
2015
Q4 | $789K | Buy |
+8,200
| New | +$789K | 0.76% | 67 |
|