Pittenger & Anderson Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $194K | Sell |
1,977
-255
| -11% | -$27.3K | 0.01% | 231 |
|
|
2025
Q4 | $221K | Hold |
2,232
| – | – | 0.01% | 224 |
|
|
2025
Q3 | $186K | Sell |
2,232
-85
| -4% | -$7.7K | 0.01% | 226 |
|
|
2025
Q2 | $234K | Hold |
2,317
| – | – | 0.01% | 210 |
|
|
2025
Q1 | $255K | Sell |
2,317
-1,000
| -30% | -$120K | 0.01% | 204 |
|
|
2024
Q4 | $418K | Sell |
3,317
-4,045
| -55% | -$532K | 0.02% | 192 |
|
|
2024
Q3 | $1M | Sell |
7,362
-87
| -1% | -$11.4K | 0.04% | 157 |
|
|
2024
Q2 | $1.02M | Sell |
7,449
-654
| -8% | -$93.6K | 0.04% | 159 |
|
|
2024
Q1 | $1.2M | Buy |
8,103
+414
| +5% | +$62.9K | 0.05% | 145 |
|
|
2023
Q4 | $1.21M | Sell |
7,689
-19
| -0.2% | -$2.87K | 0.05% | 142 |
|
|
2023
Q3 | $1.2M | Buy |
7,708
+2,529
| +49% | +$437K | 0.06% | 138 |
|
|
2023
Q2 | $928K | Buy |
5,179
+170
| +3% | +$30.2K | 0.04% | 145 |
|
|
2023
Q1 | $972K | Buy |
5,009
+378
| +8% | +$69.3K | 0.05% | 145 |
|
|
2022
Q4 | $805K | Buy |
4,631
+1,379
| +42% | +$239K | 0.04% | 144 |
|
|
2022
Q3 | $525K | Buy |
3,252
+792
| +32% | +$150K | 0.03% | 153 |
|
|
2022
Q2 | $449K | Buy |
2,460
+1,306
| +113% | +$238K | 0.03% | 164 |
|
|
2022
Q1 | $247K | Buy |
1,154
+11
| +1% | +$2.34K | 0.01% | 198 |
|
|
2021
Q4 | $245K | Buy |
1,143
+785
| +219% | +$160K | 0.01% | 197 |
|
|
2021
Q3 | $65K | Buy |
+358
| New | +$70.7K | ﹤0.01% | 255 |
|
|
2017
Q2 | – | Sell |
-350
| Closed | -$38K | – | 371 |
|
|
2017
Q1 | $38K | Hold |
350
| – | – | ﹤0.01% | 273 |
|
|
2016
Q4 | $40K | Hold |
350
| – | – | ﹤0.01% | 282 |
|
|
2016
Q3 | $38K | Hold |
350
| – | – | ﹤0.01% | 279 |
|
|
2016
Q2 | $38K | Sell |
350
-975
| -74% | -$101K | ﹤0.01% | 279 |
|
|
2016
Q1 | $140K | Sell |
1,325
-3,420
| -72% | -$332K | 0.02% | 248 |
|
|
2015
Q4 | $456K | Sell |
4,745
-490
| -9% | -$50.1K | 0.06% | 206 |
|
|
2015
Q3 | $527K | Sell |
5,235
-570
| -10% | -$56.3K | 0.07% | 199 |
|
|
2015
Q2 | $563K | Sell |
5,805
-210
| -3% | -$20.9K | 0.07% | 200 |
|
|
2015
Q1 | $583K | Sell |
6,015
-12,395
| -67% | -$1.27M | 0.08% | 195 |
|
|
2014
Q4 | $2.05M | Buy |
18,410
+8,330
| +83% | +$879K | 0.27% | 99 |
|
|
2014
Q3 | $991K | Buy |
10,080
+3,000
| +42% | +$298K | 0.15% | 135 |
|
|
2014
Q2 | $727K | Sell |
7,080
-422
| -6% | -$42.4K | 0.11% | 159 |
|
|
2014
Q1 | $731K | Buy |
7,502
+50
| +0.7% | +$4.87K | 0.1% | 186 |
|
|
2013
Q4 | $783K | Buy |
+7,452
| New | +$734K | 0.11% | 172 |
|
Other funds holding UPS
VCM
VPM
