Palisade Asset 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 | $1.49M | Sell |
14,732
-919
| -6% | -$92.8K | 0.15% | 98 |
|
2025
Q1 | $1.72M | Sell |
15,651
-100
| -0.6% | -$11K | 0.18% | 91 |
|
2024
Q4 | $1.99M | Buy |
15,751
+8
| +0.1% | +$1.01K | 0.2% | 88 |
|
2024
Q3 | $2.15M | Sell |
15,743
-104
| -0.7% | -$14.2K | 0.21% | 84 |
|
2024
Q2 | $2.17M | Sell |
15,847
-3,382
| -18% | -$463K | 0.22% | 85 |
|
2024
Q1 | $2.86M | Sell |
19,229
-600
| -3% | -$89.2K | 0.28% | 80 |
|
2023
Q4 | $3.12M | Sell |
19,829
-24
| -0.1% | -$3.77K | 0.34% | 71 |
|
2023
Q3 | $3.09M | Sell |
19,853
-66
| -0.3% | -$10.3K | 0.38% | 64 |
|
2023
Q2 | $3.57M | Sell |
19,919
-3
| -0% | -$538 | 0.41% | 61 |
|
2023
Q1 | $3.86M | Sell |
19,922
-101
| -0.5% | -$19.6K | 0.47% | 60 |
|
2022
Q4 | $3.48M | Buy |
20,023
+12
| +0.1% | +$2.09K | 0.4% | 64 |
|
2022
Q3 | $3.23M | Sell |
20,011
-12
| -0.1% | -$1.94K | 0.44% | 60 |
|
2022
Q2 | $3.66M | Hold |
20,023
| – | – | 0.47% | 61 |
|
2022
Q1 | $4.29M | Buy |
20,023
+1,388
| +7% | +$298K | 0.49% | 59 |
|
2021
Q4 | $3.99M | Sell |
18,635
-1,463
| -7% | -$314K | 0.45% | 60 |
|
2021
Q3 | $3.66M | Sell |
20,098
-24
| -0.1% | -$4.37K | 0.45% | 62 |
|
2021
Q2 | $4.19M | Buy |
20,122
+38
| +0.2% | +$7.9K | 0.49% | 59 |
|
2021
Q1 | $3.41M | Sell |
20,084
-257
| -1% | -$43.7K | 0.44% | 62 |
|
2020
Q4 | $3.43M | Sell |
20,341
-200
| -1% | -$33.7K | 0.47% | 63 |
|
2020
Q3 | $3.42M | Sell |
20,541
-200
| -1% | -$33.3K | 0.52% | 61 |
|
2020
Q2 | $2.31M | Sell |
20,741
-1,071
| -5% | -$119K | 0.37% | 67 |
|
2020
Q1 | $2.04M | Buy |
21,812
+21
| +0.1% | +$1.96K | 0.37% | 67 |
|
2019
Q4 | $2.55M | Buy |
21,791
+3,262
| +18% | +$382K | 0.37% | 68 |
|
2019
Q3 | $2.22M | Buy |
18,529
+1,149
| +7% | +$138K | 0.34% | 69 |
|
2019
Q2 | $1.8M | Buy |
17,380
+1,023
| +6% | +$106K | 0.28% | 76 |
|
2019
Q1 | $1.83M | Sell |
16,357
-155
| -0.9% | -$17.3K | 0.29% | 78 |
|
2018
Q4 | $1.61M | Sell |
16,512
-100
| -0.6% | -$9.75K | 0.24% | 77 |
|
2018
Q3 | $1.94M | Buy |
16,612
+179
| +1% | +$20.9K | 0.26% | 72 |
|
2018
Q2 | $1.75M | Buy |
16,433
+1,100
| +7% | +$117K | 0.25% | 74 |
|
2018
Q1 | $1.61M | Buy |
15,333
+500
| +3% | +$52.3K | 0.24% | 77 |
|
2017
Q4 | $1.77M | Buy |
14,833
+2,000
| +16% | +$238K | 0.28% | 74 |
|
2017
Q3 | $1.54M | Buy |
12,833
+9,420
| +276% | +$1.13M | 0.28% | 71 |
|
2017
Q2 | $377K | Buy |
3,413
+1,225
| +56% | +$135K | 0.07% | 113 |
|
2017
Q1 | $235K | Hold |
2,188
| – | – | 0.04% | 129 |
|
2016
Q4 | $251K | Buy |
2,188
+100
| +5% | +$11.5K | 0.05% | 128 |
|
2016
Q3 | $228K | Hold |
2,088
| – | – | 0.04% | 129 |
|
2016
Q2 | $225K | Buy |
+2,088
| New | +$225K | 0.04% | 129 |
|
2015
Q1 | – | Sell |
-1,825
| Closed | -$203K | – | 138 |
|
2014
Q4 | $203K | Buy |
+1,825
| New | +$203K | 0.04% | 131 |
|
2014
Q1 | – | Sell |
-1,941
| Closed | -$204K | – | 134 |
|
2013
Q4 | $204K | Buy |
+1,941
| New | +$204K | 0.05% | 128 |
|