Oakworth Capital’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $179K | Buy |
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|
2025
Q1 | $186K | Sell |
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|
2024
Q4 | $411K | Sell |
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|
2024
Q3 | $465K | Sell |
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|
2024
Q2 | $607K | Buy |
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|
2024
Q1 | $597K | Sell |
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|
2023
Q4 | $666K | Buy |
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|
2023
Q3 | $597K | Sell |
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|
2023
Q2 | $794K | Sell |
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|
2023
Q1 | $876K | Hold |
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|
2022
Q4 | $785K | Buy |
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|
2022
Q3 | $721K | Hold |
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|
2022
Q2 | $815K | Sell |
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|
2022
Q1 | $977K | Sell |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $760K | Sell |
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|
2021
Q2 | $884K | Buy |
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|
2021
Q1 | $692K | Hold |
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|
2020
Q4 | $686K | Hold |
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|
2020
Q3 | $678K | Sell |
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|
2020
Q2 | $460K | Sell |
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|
2020
Q1 | $388K | Buy |
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|
2019
Q4 | $315K | Buy |
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|
2019
Q3 | $241K | Sell |
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|
2019
Q2 | $259K | Sell |
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|
2019
Q1 | $368K | Sell |
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|
2018
Q4 | $331K | Buy |
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|
2018
Q3 | $361K | Buy |
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|
2018
Q2 | $297K | Buy |
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|
2018
Q1 | $308K | Hold |
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|
2017
Q4 | $329K | Sell |
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|
2017
Q3 | $394K | Hold |
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|
2017
Q2 | $381K | Hold |
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|
2017
Q1 | $369K | Sell |
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|
2016
Q4 | $405K | Buy |
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|
2016
Q3 | $244K | Buy |
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|
2016
Q2 | $209K | Buy |
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|
2016
Q1 | $161K | Buy |
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|
2015
Q4 | $140K | Buy |
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|
2015
Q3 | $79K | Hold |
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|
2015
Q2 | $82K | Hold |
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|
2015
Q1 | $81K | Hold |
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|
2014
Q4 | $89K | Hold |
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|
2014
Q3 | $78K | Hold |
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|
2014
Q2 | $83K | Hold |
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|
2014
Q1 | $78K | Hold |
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|
2013
Q4 | $85K | Buy |
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