Northwest & Ethical Investments’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 | $4.43M | Buy |
43,892
+17,084
| +64% | +$1.72M | 0.11% | 192 |
|
|
2025
Q1 | $2.95M | Sell |
26,808
-21,196
| -44% | -$2.33M | 0.08% | 219 |
|
|
2024
Q4 | $6.05M | Sell |
48,004
-7,825
| -14% | -$987K | 0.16% | 167 |
|
|
2024
Q3 | $7.61M | Buy |
55,829
+17,155
| +44% | +$2.34M | 0.2% | 149 |
|
|
2024
Q2 | $5.29M | Buy |
38,674
+28,473
| +279% | +$3.9M | 0.15% | 167 |
|
|
2024
Q1 | $1.52M | Buy |
10,201
+1,205
| +13% | +$179K | 0.04% | 267 |
|
|
2023
Q4 | $1.41M | Buy |
8,996
+2,118
| +31% | +$333K | 0.04% | 252 |
|
|
2023
Q3 | $1.07M | Sell |
6,878
-210
| -3% | -$32.7K | 0.04% | 267 |
|
|
2023
Q2 | $1.27M | Hold |
7,088
| – | – | 0.04% | 273 |
|
|
2023
Q1 | $1.38M | Hold |
7,088
| – | – | 0.05% | 283 |
|
|
2022
Q4 | $1.23M | Sell |
7,088
-1,497
| -17% | -$260K | 0.04% | 282 |
|
|
2022
Q3 | $1.39M | Sell |
8,585
-103
| -1% | -$16.6K | 0.06% | 266 |
|
|
2022
Q2 | $1.59M | Sell |
8,688
-446
| -5% | -$81.4K | 0.06% | 260 |
|
|
2022
Q1 | $1.96M | Sell |
9,134
-573
| -6% | -$123K | 0.06% | 252 |
|
|
2021
Q4 | $2.08M | Sell |
9,707
-510
| -5% | -$109K | 0.06% | 239 |
|
|
2021
Q3 | $1.86M | Sell |
10,217
-372
| -4% | -$67.7K | 0.06% | 233 |
|
|
2021
Q2 | $2.2M | Sell |
10,589
-27,066
| -72% | -$5.63M | 0.07% | 233 |
|
|
2021
Q1 | $6.4M | Sell |
37,655
-1,901
| -5% | -$323K | 0.22% | 129 |
|
|
2020
Q4 | $6.66M | Sell |
39,556
-2,703
| -6% | -$455K | 0.25% | 116 |
|
|
2020
Q3 | $7.04M | Sell |
42,259
-472
| -1% | -$78.6K | 0.31% | 106 |
|
|
2020
Q2 | $4.75M | Buy |
42,731
+6,333
| +17% | +$704K | 0.23% | 132 |
|
|
2020
Q1 | $3.4M | Buy |
36,398
+6,296
| +21% | +$588K | 0.2% | 145 |
|
|
2019
Q4 | $3.52M | Sell |
30,102
-11,270
| -27% | -$1.32M | 0.16% | 173 |
|
|
2019
Q3 | $4.96M | Sell |
41,372
-976
| -2% | -$117K | 0.24% | 127 |
|
|
2019
Q2 | $4.37M | Buy |
42,348
+4,661
| +12% | +$481K | 0.22% | 142 |
|
|
2019
Q1 | $4.21M | Buy |
37,687
+420
| +1% | +$46.9K | 0.22% | 143 |
|
|
2018
Q4 | $3.63M | Sell |
37,267
-1,824
| -5% | -$178K | 0.22% | 142 |
|
|
2018
Q3 | $4.56M | Buy |
39,091
+2,223
| +6% | +$260K | 0.29% | 108 |
|
|
2018
Q2 | $3.92M | Buy |
36,868
+6,027
| +20% | +$640K | 0.26% | 121 |
|
|
2018
Q1 | $3.23M | Sell |
30,841
-4,710
| -13% | -$493K | 0.22% | 149 |
|
|
2017
Q4 | $4.24M | Buy |
35,551
+750
| +2% | +$89.4K | 0.28% | 112 |
|
|
2017
Q3 | $4.18M | Buy |
34,801
+2,098
| +6% | +$252K | 0.26% | 99 |
|
|
2017
Q2 | $3.62M | Sell |
32,703
-249
| -0.8% | -$27.5K | 0.25% | 117 |
|
|
2017
Q1 | $3.54M | Sell |
32,952
-35,217
| -52% | -$3.78M | 0.24% | 113 |
|
|
2016
Q4 | $7.81M | Sell |
68,169
-6,089
| -8% | -$698K | 0.54% | 33 |
|
|
2016
Q3 | $8.12M | Buy |
74,258
+37,037
| +100% | +$4.05M | 0.57% | 39 |
|
|
2016
Q2 | $4.01M | Sell |
37,221
-1,337
| -3% | -$144K | 0.3% | 85 |
|
|
2016
Q1 | $4.07M | Sell |
38,558
-2,362
| -6% | -$249K | 0.27% | 97 |
|
|
2015
Q4 | $3.94M | Sell |
40,920
-1,610
| -4% | -$155K | 0.28% | 98 |
|
|
2015
Q3 | $4.2M | Buy |
42,530
+1,961
| +5% | +$194K | 0.32% | 88 |
|
|
2015
Q2 | $3.93M | Buy |
40,569
+3,509
| +9% | +$340K | 0.26% | 103 |
|
|
2015
Q1 | $3.59M | Sell |
37,060
-3,262
| -8% | -$316K | 0.25% | 100 |
|
|
2014
Q4 | $4.48M | Sell |
40,322
-4,574
| -10% | -$508K | 0.3% | 81 |
|
|
2014
Q3 | $4.41M | Buy |
44,896
+548
| +1% | +$53.9K | 0.29% | 86 |
|
|
2014
Q2 | $4.55M | Buy |
44,348
+4,378
| +11% | +$449K | 0.28% | 84 |
|
|
2014
Q1 | $3.89M | Buy |
39,970
+5,215
| +15% | +$508K | 0.25% | 96 |
|
|
2013
Q4 | $3.65M | Buy |
34,755
+2,390
| +7% | +$251K | 0.24% | 96 |
|
|
2013
Q3 | $2.96M | Buy |
32,365
+6,405
| +25% | +$585K | 0.21% | 106 |
|
|
2013
Q2 | $2.25M | Buy |
+25,960
| New | +$2.25M | 0.18% | 111 |
|