MFWM
Motley Fool Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.44M | Sell |
53,940
-9,749
| -15% | -$984K | 0.33% | 91 |
|
|
2025
Q1 | $7.01M | Sell |
63,689
-56
| -0.1% | -$6.16K | 0.41% | 80 |
|
|
2024
Q4 | $8.03M | Sell |
63,745
-7,755
| -11% | -$977K | 0.41% | 81 |
|
|
2024
Q3 | $9.75M | Sell |
71,500
-1,596
| -2% | -$218K | 0.49% | 74 |
|
|
2024
Q2 | $9.97M | Buy |
73,096
+31,623
| +76% | +$4.31M | 0.51% | 67 |
|
|
2024
Q1 | $6.16M | Buy |
41,473
+959
| +2% | +$143K | 0.32% | 89 |
|
|
2023
Q4 | $6.39M | Sell |
40,514
-3,487
| -8% | -$550K | 0.33% | 90 |
|
|
2023
Q3 | $6.85M | Buy |
44,001
+8,136
| +23% | +$1.27M | 0.4% | 79 |
|
|
2023
Q2 | $6.43M | Sell |
35,865
-6,314
| -15% | -$1.13M | 0.38% | 80 |
|
|
2023
Q1 | $8.18M | Sell |
42,179
-778
| -2% | -$151K | 0.51% | 67 |
|
|
2022
Q4 | $7.46M | Buy |
42,957
+1,599
| +4% | +$278K | 0.52% | 66 |
|
|
2022
Q3 | $6.68M | Buy |
41,358
+716
| +2% | +$116K | 0.44% | 75 |
|
|
2022
Q2 | $7.42M | Buy |
40,642
+22,769
| +127% | +$4.16M | 0.47% | 74 |
|
|
2022
Q1 | $3.83M | Sell |
17,873
-120
| -0.7% | -$25.7K | 0.18% | 100 |
|
|
2021
Q4 | $3.86M | Buy |
17,993
+389
| +2% | +$83.4K | 0.17% | 96 |
|
|
2021
Q3 | $3.21M | Buy |
17,604
+831
| +5% | +$151K | 0.14% | 90 |
|
|
2021
Q2 | $3.49M | Buy |
16,773
+755
| +5% | +$157K | 0.15% | 96 |
|
|
2021
Q1 | $2.72M | Buy |
16,018
+255
| +2% | +$43.3K | 0.12% | 98 |
|
|
2020
Q4 | $2.65M | Sell |
15,763
-594
| -4% | -$100K | 0.12% | 96 |
|
|
2020
Q3 | $2.73M | Buy |
16,357
+694
| +4% | +$116K | 0.14% | 95 |
|
|
2020
Q2 | $1.74M | Sell |
15,663
-883
| -5% | -$98.1K | 0.1% | 102 |
|
|
2020
Q1 | $1.55M | Buy |
16,546
+4,299
| +35% | +$402K | 0.11% | 104 |
|
|
2019
Q4 | $1.43M | Buy |
12,247
+2,080
| +20% | +$244K | 0.09% | 109 |
|
|
2019
Q3 | $1.22M | Buy |
10,167
+676
| +7% | +$81K | 0.08% | 112 |
|
|
2019
Q2 | $980K | Sell |
9,491
-70
| -0.7% | -$7.23K | 0.06% | 114 |
|
|
2019
Q1 | $1.07M | Buy |
9,561
+18
| +0.2% | +$2.01K | 0.07% | 112 |
|
|
2018
Q4 | $931K | Buy |
9,543
+2,982
| +45% | +$291K | 0.07% | 112 |
|
|
2018
Q3 | $766K | Sell |
6,561
-85
| -1% | -$9.92K | 0.05% | 117 |
|
|
2018
Q2 | $706K | Sell |
6,646
-431
| -6% | -$45.8K | 0.05% | 117 |
|
|
2018
Q1 | $741K | Sell |
7,077
-532
| -7% | -$55.7K | 0.05% | 124 |
|
|
2017
Q4 | $907K | Sell |
7,609
-45
| -0.6% | -$5.36K | 0.07% | 128 |
|
|
2017
Q3 | $919K | Sell |
7,654
-530
| -6% | -$63.6K | 0.08% | 125 |
|
|
2017
Q2 | $905K | Buy |
8,184
+13
| +0.2% | +$1.44K | 0.08% | 124 |
|
|
2017
Q1 | $877K | Buy |
8,171
+1,869
| +30% | +$201K | 0.08% | 130 |
|
|
2016
Q4 | $722K | Buy |
6,302
+943
| +18% | +$108K | 0.08% | 129 |
|
|
2016
Q3 | $586K | Buy |
5,359
+2,300
| +75% | +$252K | 0.06% | 138 |
|
|
2016
Q2 | $330K | Buy |
+3,059
| New | +$330K | 0.04% | 139 |
|