Physicians Financial Services’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
Q1 | – | Sell |
-18,460
| Closed | -$2.33M | – | 112 |
|
|
2024
Q4 | $2.33M | Sell |
18,460
-1,437
| -7% | -$181K | 0.71% | 32 |
|
|
2024
Q3 | $2.71M | Sell |
19,897
-1,349
| -6% | -$184K | 0.84% | 30 |
|
|
2024
Q2 | $2.91M | Buy |
21,246
+689
| +3% | +$94.3K | 0.95% | 30 |
|
|
2024
Q1 | $3.06M | Sell |
20,557
-100
| -0.5% | -$14.9K | 1.08% | 28 |
|
|
2023
Q4 | $3.25M | Sell |
20,657
-436
| -2% | -$68.6K | 1.23% | 25 |
|
|
2023
Q3 | $3.29M | Sell |
21,093
-127
| -0.6% | -$19.8K | 1.35% | 23 |
|
|
2023
Q2 | $3.8M | Sell |
21,220
-199
| -0.9% | -$35.7K | 1.49% | 20 |
|
|
2023
Q1 | $4.16M | Buy |
21,419
+115
| +0.5% | +$22.3K | 1.76% | 15 |
|
|
2022
Q4 | $3.7M | Sell |
21,304
-25
| -0.1% | -$4.35K | 1.67% | 19 |
|
|
2022
Q3 | $3.45M | Sell |
21,329
-498
| -2% | -$80.5K | 1.67% | 14 |
|
|
2022
Q2 | $3.98M | Buy |
21,827
+633
| +3% | +$116K | 1.77% | 14 |
|
|
2022
Q1 | $4.55M | Buy |
21,194
+200
| +1% | +$42.9K | 1.74% | 12 |
|
|
2021
Q4 | $4.5M | Sell |
20,994
-375
| -2% | -$80.4K | 1.66% | 12 |
|
|
2021
Q3 | $3.89M | Buy |
21,369
+963
| +5% | +$175K | 1.58% | 15 |
|
|
2021
Q2 | $4.24M | Sell |
20,406
-535
| -3% | -$111K | 1.74% | 13 |
|
|
2021
Q1 | $3.56M | Buy |
20,941
+1,843
| +10% | +$313K | 1.53% | 21 |
|
|
2020
Q4 | $3.22M | Sell |
19,098
-813
| -4% | -$137K | 1.55% | 18 |
|
|
2020
Q3 | $3.32M | Sell |
19,911
-600
| -3% | -$100K | 1.66% | 16 |
|
|
2020
Q2 | $2.28M | Buy |
20,511
+2,704
| +15% | +$301K | 1.26% | 25 |
|
|
2020
Q1 | $1.66M | Buy |
17,807
+410
| +2% | +$38.3K | 1.14% | 26 |
|
|
2019
Q4 | $2.04M | Buy |
17,397
+200
| +1% | +$23.4K | 1.1% | 26 |
|
|
2019
Q3 | $2.06M | Sell |
17,197
-124
| -0.7% | -$14.9K | 1.18% | 26 |
|
|
2019
Q2 | $1.79M | Buy |
17,321
+400
| +2% | +$41.3K | 1.05% | 30 |
|
|
2019
Q1 | $1.89M | Buy |
16,921
+144
| +0.9% | +$16.1K | 1.18% | 27 |
|
|
2018
Q4 | $1.64M | Buy |
16,777
+174
| +1% | +$17K | 1.19% | 27 |
|
|
2018
Q3 | $1.94M | Sell |
16,603
-99
| -0.6% | -$11.6K | 1.33% | 23 |
|
|
2018
Q2 | $1.77M | Buy |
16,702
+196
| +1% | +$20.8K | 1.33% | 25 |
|
|
2018
Q1 | $1.7M | Buy |
16,506
+2,100
| +15% | +$216K | 1.35% | 24 |
|
|
2017
Q4 | $1.72M | Hold |
14,406
| – | – | 1.31% | 24 |
|
|
2017
Q3 | $1.73M | Sell |
14,406
-100
| -0.7% | -$12K | 1.41% | 22 |
|
|
2017
Q2 | $1.6M | Buy |
14,506
+2,655
| +22% | +$294K | 1.36% | 24 |
|
|
2017
Q1 | $1.27M | Sell |
11,851
-921
| -7% | -$98.9K | 1.1% | 32 |
|
|
2016
Q4 | $1.39M | Buy |
12,772
+371
| +3% | +$40.4K | 1.14% | 27 |
|
|
2016
Q3 | $1.36M | Buy |
12,401
+239
| +2% | +$26.1K | 1.13% | 30 |
|
|
2016
Q2 | $1.31M | Sell |
12,162
-211
| -2% | -$22.7K | 1.15% | 28 |
|
|
2016
Q1 | $1.31M | Sell |
12,373
-45
| -0.4% | -$4.75K | 1.18% | 27 |
|
|
2015
Q4 | $1.2M | Buy |
+12,418
| New | +$1.2M | 1.1% | 27 |
|