M
MOTCO’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Buy |
26,493
+479
| +2% | +$41.3K | 0.22% | 102 |
|
|
2025
Q1 | $2.86M | Sell |
26,014
-2,056
| -7% | -$226K | 0.3% | 97 |
|
|
2024
Q4 | $3.54M | Buy |
28,070
+81
| +0.3% | +$10.2K | 0.36% | 96 |
|
|
2024
Q3 | $3.82M | Sell |
27,989
-1,389
| -5% | -$189K | 0.38% | 96 |
|
|
2024
Q2 | $4.02M | Sell |
29,378
-238
| -0.8% | -$32.6K | 0.24% | 118 |
|
|
2024
Q1 | $4.4M | Buy |
29,616
+68
| +0.2% | +$10.1K | 0.26% | 115 |
|
|
2023
Q4 | $4.65M | Sell |
29,548
-2,712
| -8% | -$426K | 0.3% | 108 |
|
|
2023
Q3 | $5.03M | Sell |
32,260
-80
| -0.2% | -$12.5K | 0.34% | 105 |
|
|
2023
Q2 | $5.8M | Sell |
32,340
-114
| -0.4% | -$20.4K | 0.38% | 97 |
|
|
2023
Q1 | $6.3M | Buy |
32,454
+584
| +2% | +$113K | 0.43% | 85 |
|
|
2022
Q4 | $5.54M | Sell |
31,870
-934
| -3% | -$162K | 0.41% | 94 |
|
|
2022
Q3 | $5.3M | Sell |
32,804
-2,886
| -8% | -$466K | 0.42% | 92 |
|
|
2022
Q2 | $6.52M | Buy |
35,690
+18
| +0.1% | +$3.29K | 0.49% | 76 |
|
|
2022
Q1 | $7.65M | Sell |
35,672
-721
| -2% | -$155K | 0.5% | 73 |
|
|
2021
Q4 | $7.8M | Buy |
36,393
+3
| +0% | +$643 | 0.48% | 76 |
|
|
2021
Q3 | $6.63M | Buy |
36,390
+845
| +2% | +$154K | 0.43% | 88 |
|
|
2021
Q2 | $7.39M | Buy |
35,545
+1,831
| +5% | +$381K | 0.48% | 74 |
|
|
2021
Q1 | $5.73M | Buy |
33,714
+2,031
| +6% | +$345K | 0.4% | 96 |
|
|
2020
Q4 | $5.34M | Sell |
31,683
-7,805
| -20% | -$1.31M | 0.39% | 92 |
|
|
2020
Q3 | $6.58M | Sell |
39,488
-633
| -2% | -$105K | 0.53% | 60 |
|
|
2020
Q2 | $4.46M | Sell |
40,121
-107
| -0.3% | -$11.9K | 0.38% | 93 |
|
|
2020
Q1 | $3.76M | Buy |
40,228
+3,054
| +8% | +$285K | 0.38% | 96 |
|
|
2019
Q4 | $4.35M | Buy |
37,174
+1,214
| +3% | +$142K | 0.37% | 102 |
|
|
2019
Q3 | $4.31M | Buy |
35,960
+2,308
| +7% | +$277K | 0.39% | 94 |
|
|
2019
Q2 | $3.48M | Buy |
33,652
+352
| +1% | +$36.3K | 0.33% | 102 |
|
|
2019
Q1 | $3.72M | Buy |
33,300
+2,185
| +7% | +$244K | 0.37% | 92 |
|
|
2018
Q4 | $3.04M | Buy |
31,115
+1,882
| +6% | +$184K | 0.34% | 98 |
|
|
2018
Q3 | $3.41M | Buy |
29,233
+264
| +0.9% | +$30.8K | 0.34% | 95 |
|
|
2018
Q2 | $3.08M | Buy |
28,969
+1,320
| +5% | +$140K | 0.32% | 103 |
|
|
2018
Q1 | $2.89M | Buy |
27,649
+1,868
| +7% | +$196K | 0.3% | 103 |
|
|
2017
Q4 | $3.07M | Buy |
25,781
+472
| +2% | +$56.2K | 0.31% | 104 |
|
|
2017
Q3 | $3.04M | Buy |
25,309
+134
| +0.5% | +$16.1K | 0.31% | 106 |
|
|
2017
Q2 | $2.78M | Buy |
25,175
+1,467
| +6% | +$162K | 0.29% | 111 |
|
|
2017
Q1 | $2.54M | Buy |
23,708
+696
| +3% | +$74.7K | 0.28% | 109 |
|
|
2016
Q4 | $2.64M | Buy |
23,012
+681
| +3% | +$78.1K | 0.29% | 109 |
|
|
2016
Q3 | $2.44M | Buy |
22,331
+2,037
| +10% | +$223K | 0.27% | 108 |
|
|
2016
Q2 | $2.19M | Buy |
20,294
+267
| +1% | +$28.8K | 0.24% | 112 |
|
|
2016
Q1 | $2.11M | Buy |
20,027
+1,414
| +8% | +$149K | 0.24% | 111 |
|
|
2015
Q4 | $1.79M | Buy |
18,613
+18,346
| +6,871% | +$1.77M | 0.21% | 112 |
|
|
2015
Q3 | $26K | Hold |
267
| – | – | ﹤0.01% | 343 |
|
|
2015
Q2 | $26K | Hold |
267
| – | – | ﹤0.01% | 339 |
|
|
2015
Q1 | $26K | Sell |
267
-12
| -4% | -$1.17K | ﹤0.01% | 331 |
|
|
2014
Q4 | $31K | Hold |
279
| – | – | ﹤0.01% | 329 |
|
|
2014
Q3 | $27K | Buy |
279
+2
| +0.7% | +$194 | ﹤0.01% | 335 |
|
|
2014
Q2 | $28K | Sell |
277
-163
| -37% | -$16.5K | ﹤0.01% | 333 |
|
|
2014
Q1 | $43K | Hold |
440
| – | – | ﹤0.01% | 298 |
|
|
2013
Q4 | $46K | Buy |
440
+100
| +29% | +$10.5K | 0.01% | 302 |
|
|
2013
Q3 | $31K | Hold |
340
| – | – | ﹤0.01% | 343 |
|
|
2013
Q2 | $29K | Buy |
+340
| New | +$29K | ﹤0.01% | 354 |
|