MV 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 | $27.3K | Sell |
270
-277
| -51% | -$28K | ﹤0.01% | 390 |
|
|
2025
Q1 | $60.2K | Buy |
547
+186
| +52% | +$20.5K | 0.01% | 287 |
|
|
2024
Q4 | $45.5K | Sell |
361
-233
| -39% | -$29.4K | ﹤0.01% | 303 |
|
|
2024
Q3 | $81K | Sell |
594
-272
| -31% | -$37.1K | 0.01% | 252 |
|
|
2024
Q2 | $119K | Sell |
866
-103
| -11% | -$14.1K | 0.01% | 210 |
|
|
2024
Q1 | $144K | Buy |
969
+77
| +9% | +$11.4K | 0.02% | 191 |
|
|
2023
Q4 | $140K | Buy |
892
+184
| +26% | +$28.9K | 0.02% | 185 |
|
|
2023
Q3 | $110K | Sell |
708
-276
| -28% | -$43K | 0.01% | 195 |
|
|
2023
Q2 | $176K | Sell |
984
-63
| -6% | -$11.3K | 0.02% | 166 |
|
|
2023
Q1 | $203K | Buy |
1,047
+112
| +12% | +$21.7K | 0.03% | 150 |
|
|
2022
Q4 | $163K | Sell |
935
-41
| -4% | -$7.13K | 0.03% | 140 |
|
|
2022
Q3 | $158K | Buy |
976
+142
| +17% | +$23K | 0.03% | 139 |
|
|
2022
Q2 | $152K | Sell |
834
-33
| -4% | -$6.01K | 0.03% | 145 |
|
|
2022
Q1 | $186K | Buy |
867
+58
| +7% | +$12.4K | 0.03% | 142 |
|
|
2021
Q4 | $173K | Buy |
809
+44
| +6% | +$9.41K | 0.03% | 140 |
|
|
2021
Q3 | $139K | Buy |
765
+59
| +8% | +$10.7K | 0.02% | 143 |
|
|
2021
Q2 | $147K | Buy |
706
+93
| +15% | +$19.4K | 0.03% | 140 |
|
|
2021
Q1 | $104K | Buy |
613
+15
| +3% | +$2.55K | 0.02% | 141 |
|
|
2020
Q4 | $101K | Hold |
598
| – | – | 0.02% | 134 |
|
|
2020
Q3 | $100K | Hold |
598
| – | – | 0.02% | 126 |
|
|
2020
Q2 | $66K | Buy |
598
+348
| +139% | +$38.4K | 0.02% | 144 |
|
|
2020
Q1 | $23K | Hold |
250
| – | – | 0.01% | 182 |
|
|
2019
Q4 | $29K | Sell |
250
-45
| -15% | -$5.22K | 0.01% | 191 |
|
|
2019
Q3 | $35K | Buy |
295
+45
| +18% | +$5.34K | 0.01% | 175 |
|
|
2019
Q2 | $26K | Hold |
250
| – | – | 0.01% | 187 |
|
|
2019
Q1 | $28K | Hold |
250
| – | – | 0.01% | 171 |
|
|
2018
Q4 | $24K | Hold |
250
| – | – | 0.01% | 180 |
|
|
2018
Q3 | $29K | Hold |
250
| – | – | 0.01% | 182 |
|
|
2018
Q2 | $27K | Hold |
250
| – | – | 0.01% | 189 |
|
|
2018
Q1 | $26K | Hold |
250
| – | – | 0.01% | 189 |
|
|
2017
Q4 | $30K | Hold |
250
| – | – | 0.01% | 187 |
|
|
2017
Q3 | $30K | Hold |
250
| – | – | 0.01% | 177 |
|
|
2017
Q2 | $28K | Sell |
250
-26
| -9% | -$2.91K | 0.01% | 184 |
|
|
2017
Q1 | $30K | Hold |
276
| – | – | 0.01% | 178 |
|
|
2016
Q4 | $32K | Hold |
276
| – | – | 0.01% | 175 |
|
|
2016
Q3 | $30K | Hold |
276
| – | – | 0.01% | 174 |
|
|
2016
Q2 | $30K | Buy |
276
+26
| +10% | +$2.83K | 0.01% | 174 |
|
|
2016
Q1 | $26K | Hold |
250
| – | – | 0.01% | 182 |
|
|
2015
Q4 | $24K | Hold |
250
| – | – | 0.01% | 197 |
|
|
2015
Q3 | $25K | Hold |
250
| – | – | 0.01% | 185 |
|
|
2015
Q2 | $24K | Hold |
250
| – | – | 0.01% | 246 |
|
|
2015
Q1 | $24K | Hold |
250
| – | – | 0.01% | 218 |
|
|
2014
Q4 | $28K | Buy |
+250
| New | +$28K | 0.01% | 203 |
|