Profit Investment 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
Q1 | – | Sell |
-3,756
| Closed | -$474K | – | 81 |
|
|
2024
Q4 | $474K | Sell |
3,756
-245
| -6% | -$30.9K | 0.38% | 68 |
|
|
2024
Q3 | $545K | Hold |
4,001
| – | – | 0.43% | 68 |
|
|
2024
Q2 | $548K | Buy |
4,001
+512
| +15% | +$70.1K | 0.34% | 65 |
|
|
2024
Q1 | $519K | Sell |
3,489
-51
| -1% | -$7.58K | 0.29% | 68 |
|
|
2023
Q4 | $557K | Hold |
3,540
| – | – | 0.32% | 65 |
|
|
2023
Q3 | $552K | Sell |
3,540
-202
| -5% | -$31.5K | 0.39% | 57 |
|
|
2023
Q2 | $671K | Sell |
3,742
-151
| -4% | -$27.1K | 0.44% | 55 |
|
|
2023
Q1 | $755K | Sell |
3,893
-344
| -8% | -$66.7K | 0.5% | 50 |
|
|
2022
Q4 | $737K | Hold |
4,237
| – | – | 0.52% | 47 |
|
|
2022
Q3 | $684K | Sell |
4,237
-166
| -4% | -$26.8K | 0.52% | 47 |
|
|
2022
Q2 | $803K | Hold |
4,403
| – | – | 0.59% | 47 |
|
|
2022
Q1 | $943K | Buy |
4,403
+100
| +2% | +$21.4K | 0.58% | 47 |
|
|
2021
Q4 | $922K | Buy |
4,303
+790
| +22% | +$169K | 0.58% | 46 |
|
|
2021
Q3 | $639K | Hold |
3,513
| – | – | 0.44% | 53 |
|
|
2021
Q2 | $730K | Hold |
3,513
| – | – | 0.39% | 52 |
|
|
2021
Q1 | $598K | Buy |
3,513
+57
| +2% | +$9.7K | 0.34% | 58 |
|
|
2020
Q4 | $582K | Buy |
3,456
+106
| +3% | +$17.9K | 0.37% | 55 |
|
|
2020
Q3 | $558K | Buy |
3,350
+68
| +2% | +$11.3K | 0.34% | 72 |
|
|
2020
Q2 | $365K | Buy |
+3,282
| New | +$365K | 0.26% | 75 |
|
|
2020
Q1 | – | Sell |
-2,024
| Closed | -$237K | – | 78 |
|
|
2019
Q4 | $237K | Hold |
2,024
| – | – | 0.16% | 73 |
|
|
2019
Q3 | $243K | Hold |
2,024
| – | – | 0.17% | 74 |
|
|
2019
Q2 | $209K | Hold |
2,024
| – | – | 0.15% | 73 |
|
|
2019
Q1 | $226K | Buy |
+2,024
| New | +$226K | 0.17% | 72 |
|
|
2018
Q1 | – | Sell |
-3,620
| Closed | -$431K | – | 84 |
|
|
2017
Q4 | $431K | Buy |
3,620
+165
| +5% | +$19.6K | 0.33% | 69 |
|
|
2017
Q3 | $415K | Hold |
3,455
| – | – | 0.36% | 70 |
|
|
2017
Q2 | $382K | Hold |
3,455
| – | – | 0.35% | 76 |
|
|
2017
Q1 | $371K | Sell |
3,455
-1,000
| -22% | -$107K | 0.3% | 82 |
|
|
2016
Q4 | $511K | Sell |
4,455
-83
| -2% | -$9.52K | 0.48% | 77 |
|
|
2016
Q3 | $496K | Sell |
4,538
-1,451
| -24% | -$159K | 0.49% | 79 |
|
|
2016
Q2 | $645K | Buy |
5,989
+112
| +2% | +$12.1K | 0.52% | 73 |
|
|
2016
Q1 | $620K | Hold |
5,877
| – | – | 0.26% | 81 |
|
|
2015
Q4 | $566K | Sell |
5,877
-331
| -5% | -$31.9K | 0.18% | 78 |
|
|
2015
Q3 | $613K | Sell |
6,208
-1,667
| -21% | -$165K | 0.09% | 103 |
|
|
2015
Q2 | $763K | Sell |
7,875
-25,500
| -76% | -$2.47M | 0.09% | 106 |
|
|
2015
Q1 | $3.24M | Sell |
33,375
-25,785
| -44% | -$2.5M | 0.17% | 72 |
|
|
2014
Q4 | $6.58M | Sell |
59,160
-1,035
| -2% | -$115K | 0.33% | 49 |
|
|
2014
Q3 | $5.92M | Hold |
60,195
| – | – | 0.31% | 49 |
|
|
2014
Q2 | $6.18M | Sell |
60,195
-175,886
| -75% | -$18.1M | 0.3% | 48 |
|
|
2014
Q1 | $23M | Sell |
236,081
-173,650
| -42% | -$16.9M | 1.04% | 45 |
|
|
2013
Q4 | $43.1M | Sell |
409,731
-23,915
| -6% | -$2.51M | 1.96% | 16 |
|
|
2013
Q3 | $39.6K | Sell |
433,646
-21,529
| -5% | -$1.97K | 1.62% | 21 |
|
|
2013
Q2 | $39.4M | Buy |
+455,175
| New | +$39.4M | 1.9% | 18 |
|