New England Research & 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 | $1.28M | Sell |
12,660
-510
| -4% | -$51.5K | 0.61% | 58 |
|
|
2025
Q1 | $1.45M | Sell |
13,170
-975
| -7% | -$107K | 0.74% | 45 |
|
|
2024
Q4 | $1.78M | Sell |
14,145
-4,748
| -25% | -$599K | 0.91% | 33 |
|
|
2024
Q3 | $2.58M | Sell |
18,893
-75
| -0.4% | -$10.2K | 1.21% | 24 |
|
|
2024
Q2 | $2.6M | Sell |
18,968
-7,388
| -28% | -$1.01M | 1.25% | 17 |
|
|
2024
Q1 | $3.92M | Buy |
26,356
+5,397
| +26% | +$802K | 1.92% | 9 |
|
|
2023
Q4 | $3.3M | Buy |
20,959
+45
| +0.2% | +$7.08K | 1.75% | 9 |
|
|
2023
Q3 | $3.26M | Sell |
20,914
-568
| -3% | -$88.5K | 1.86% | 8 |
|
|
2023
Q2 | $3.85M | Buy |
21,482
+1,895
| +10% | +$340K | 2.23% | 5 |
|
|
2023
Q1 | $3.8M | Sell |
19,587
-125
| -0.6% | -$24.3K | 2.23% | 5 |
|
|
2022
Q4 | $3.43M | Buy |
19,712
+3,650
| +23% | +$635K | 1.97% | 7 |
|
|
2022
Q3 | $2.6M | Sell |
16,062
-805
| -5% | -$130K | 1.63% | 13 |
|
|
2022
Q2 | $3.08M | Buy |
16,867
+2,287
| +16% | +$417K | 1.79% | 8 |
|
|
2022
Q1 | $3.13M | Sell |
14,580
-300
| -2% | -$64.3K | 1.62% | 13 |
|
|
2021
Q4 | $3.19M | Buy |
14,880
+50
| +0.3% | +$10.7K | 1.54% | 16 |
|
|
2021
Q3 | $2.7M | Sell |
14,830
-50
| -0.3% | -$9.11K | 1.41% | 15 |
|
|
2021
Q2 | $3.1M | Sell |
14,880
-1,558
| -9% | -$324K | 1.6% | 10 |
|
|
2021
Q1 | $2.79M | Sell |
16,438
-112
| -0.7% | -$19K | 1.53% | 12 |
|
|
2020
Q4 | $2.79M | Sell |
16,550
-310
| -2% | -$52.2K | 1.72% | 11 |
|
|
2020
Q3 | $2.81M | Sell |
16,860
-7,315
| -30% | -$1.22M | 2.03% | 10 |
|
|
2020
Q2 | $2.69M | Buy |
24,175
+700
| +3% | +$77.8K | 1.92% | 9 |
|
|
2020
Q1 | $2.19M | Buy |
23,475
+3,325
| +17% | +$311K | 1.87% | 11 |
|
|
2019
Q4 | $2.36M | Buy |
20,150
+5,800
| +40% | +$679K | 1.58% | 9 |
|
|
2019
Q3 | $1.72M | Sell |
14,350
-1,426
| -9% | -$171K | 1.25% | 17 |
|
|
2019
Q2 | $1.63M | Buy |
15,776
+2,251
| +17% | +$232K | 1.11% | 22 |
|
|
2019
Q1 | $1.51M | Sell |
13,525
-1,115
| -8% | -$125K | 1.02% | 27 |
|
|
2018
Q4 | $1.43M | Sell |
14,640
-335
| -2% | -$32.7K | 1.12% | 23 |
|
|
2018
Q3 | $1.75M | Sell |
14,975
-975
| -6% | -$114K | 1.14% | 22 |
|
|
2018
Q2 | $1.69M | Buy |
15,950
+1,600
| +11% | +$170K | 1.12% | 19 |
|
|
2018
Q1 | $1.5M | Buy |
14,350
+2,175
| +18% | +$228K | 1.01% | 30 |
|
|
2017
Q4 | $1.45M | Sell |
12,175
-300
| -2% | -$35.8K | 1.04% | 28 |
|
|
2017
Q3 | $1.5M | Sell |
12,475
-220
| -2% | -$26.4K | 1.1% | 26 |
|
|
2017
Q2 | $1.4M | Buy |
12,695
+300
| +2% | +$33.2K | 1.04% | 26 |
|
|
2017
Q1 | $1.33M | Buy |
12,395
+5,845
| +89% | +$627K | 1.02% | 22 |
|
|
2016
Q4 | $751K | Buy |
6,550
+1,450
| +28% | +$166K | 0.59% | 59 |
|
|
2016
Q3 | $558K | Sell |
5,100
-200
| -4% | -$21.9K | 0.47% | 75 |
|
|
2016
Q2 | $571K | Sell |
5,300
-250
| -5% | -$26.9K | 0.49% | 67 |
|
|
2016
Q1 | $585K | Sell |
5,550
-800
| -13% | -$84.3K | 0.5% | 74 |
|
|
2015
Q4 | $611K | Buy |
+6,350
| New | +$611K | 0.53% | 69 |
|
|
2015
Q3 | – | Sell |
-15,900
| Closed | -$1.54M | – | 194 |
|
|
2015
Q2 | $1.54M | Sell |
15,900
-250
| -2% | -$24.2K | 1.26% | 12 |
|
|
2015
Q1 | $1.57M | Buy |
16,150
+4,855
| +43% | +$471K | 1.35% | 12 |
|
|
2014
Q4 | $1.26M | Buy |
11,295
+875
| +8% | +$97.3K | 1.08% | 14 |
|
|
2014
Q3 | $1.02M | Buy |
+10,420
| New | +$1.02M | 0.89% | 31 |
|
|
2014
Q2 | – | Sell |
-5,200
| Closed | -$506K | – | 157 |
|
|
2014
Q1 | $506K | Buy |
5,200
+1,100
| +27% | +$107K | 0.46% | 92 |
|
|
2013
Q4 | $431K | Buy |
+4,100
| New | +$431K | 0.42% | 96 |
|