ProVise Management Group’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 | $2.15M | Sell |
21,321
-1,940
| -8% | -$196K | 0.17% | 100 |
|
|
2025
Q1 | $2.56M | Buy |
23,261
+694
| +3% | +$76.3K | 0.22% | 93 |
|
|
2024
Q4 | $2.85M | Sell |
22,567
-373
| -2% | -$47K | 0.24% | 88 |
|
|
2024
Q3 | $3.13M | Buy |
22,940
+3,245
| +16% | +$442K | 0.25% | 95 |
|
|
2024
Q2 | $2.7M | Buy |
19,695
+783
| +4% | +$107K | 0.23% | 101 |
|
|
2024
Q1 | $2.81M | Buy |
18,912
+1,026
| +6% | +$153K | 0.24% | 101 |
|
|
2023
Q4 | $2.81M | Buy |
17,886
+4,339
| +32% | +$682K | 0.24% | 103 |
|
|
2023
Q3 | $2.11M | Buy |
13,547
+619
| +5% | +$96.5K | 0.2% | 116 |
|
|
2023
Q2 | $2.32M | Buy |
12,928
+361
| +3% | +$64.7K | 0.21% | 111 |
|
|
2023
Q1 | $2.44M | Sell |
12,567
-341
| -3% | -$66.2K | 0.23% | 106 |
|
|
2022
Q4 | $2.24M | Buy |
12,908
+4,876
| +61% | +$848K | 0.23% | 111 |
|
|
2022
Q3 | $1.3M | Buy |
8,032
+56
| +0.7% | +$9.05K | 0.15% | 140 |
|
|
2022
Q2 | $1.46M | Buy |
7,976
+2,426
| +44% | +$443K | 0.16% | 137 |
|
|
2022
Q1 | $1.19M | Buy |
5,550
+720
| +15% | +$154K | 0.11% | 160 |
|
|
2021
Q4 | $1.04M | Buy |
4,830
+1,039
| +27% | +$223K | 0.09% | 185 |
|
|
2021
Q3 | $690K | Buy |
3,791
+461
| +14% | +$83.9K | 0.07% | 208 |
|
|
2021
Q2 | $692K | Sell |
3,330
-7,580
| -69% | -$1.58M | 0.07% | 208 |
|
|
2021
Q1 | $1.86M | Sell |
10,910
-4,215
| -28% | -$717K | 0.2% | 123 |
|
|
2020
Q4 | $2.55M | Sell |
15,125
-305
| -2% | -$51.4K | 0.29% | 94 |
|
|
2020
Q3 | $2.57M | Sell |
15,430
-814
| -5% | -$136K | 0.34% | 82 |
|
|
2020
Q2 | $1.81M | Sell |
16,244
-509
| -3% | -$56.6K | 0.26% | 103 |
|
|
2020
Q1 | $1.57M | Sell |
16,753
-1,579
| -9% | -$148K | 0.26% | 104 |
|
|
2019
Q4 | $2.15M | Sell |
18,332
-193
| -1% | -$22.6K | 0.26% | 106 |
|
|
2019
Q3 | $2.22M | Sell |
18,525
-1,141
| -6% | -$137K | 0.29% | 99 |
|
|
2019
Q2 | $2.03M | Sell |
19,666
-590
| -3% | -$60.9K | 0.27% | 104 |
|
|
2019
Q1 | $2.26M | Sell |
20,256
-2,374
| -10% | -$265K | 0.32% | 90 |
|
|
2018
Q4 | $2.21M | Sell |
22,630
-3,166
| -12% | -$309K | 0.35% | 80 |
|
|
2018
Q3 | $3.01M | Sell |
25,796
-1,218
| -5% | -$142K | 0.4% | 71 |
|
|
2018
Q2 | $2.87K | Sell |
27,014
-566
| -2% | -$60 | 0.22% | 94 |
|
|
2018
Q1 | $2.89M | Buy |
27,580
+330
| +1% | +$34.5K | 0.43% | 67 |
|
|
2017
Q4 | $3.25M | Buy |
27,250
+156
| +0.6% | +$18.6K | 0.47% | 64 |
|
|
2017
Q3 | $3.25M | Buy |
27,094
+113
| +0.4% | +$13.6K | 0.47% | 62 |
|
|
2017
Q2 | $2.98M | Buy |
26,981
+1,708
| +7% | +$189K | 0.45% | 64 |
|
|
2017
Q1 | $2.71M | Buy |
25,273
+522
| +2% | +$56K | 0.44% | 68 |
|
|
2016
Q4 | $2.84M | Buy |
24,751
+206
| +0.8% | +$23.6K | 0.48% | 62 |
|
|
2016
Q3 | $2.68M | Buy |
24,545
+855
| +4% | +$93.5K | 0.47% | 65 |
|
|
2016
Q2 | $2.55M | Buy |
23,690
+1,571
| +7% | +$169K | 0.47% | 67 |
|
|
2016
Q1 | $2.33M | Buy |
22,119
+260
| +1% | +$27.4K | 0.48% | 63 |
|
|
2015
Q4 | $2.1M | Buy |
21,859
+375
| +2% | +$36.1K | 0.44% | 70 |
|
|
2015
Q3 | $2.12M | Sell |
21,484
-2,980
| -12% | -$294K | 0.49% | 64 |
|
|
2015
Q2 | $2.37M | Sell |
24,464
-153
| -0.6% | -$14.8K | 0.5% | 55 |
|
|
2015
Q1 | $2.39M | Sell |
24,617
-10
| -0% | -$970 | 0.51% | 54 |
|
|
2014
Q4 | $2.74M | Buy |
24,627
+15,637
| +174% | +$1.74M | 0.59% | 45 |
|
|
2014
Q3 | $884K | Buy |
8,990
+2,432
| +37% | +$239K | 0.19% | 144 |
|
|
2014
Q2 | $673K | Sell |
6,558
-1,359
| -17% | -$139K | 0.15% | 172 |
|
|
2014
Q1 | $771K | Sell |
7,917
-209
| -3% | -$20.4K | 0.19% | 141 |
|
|
2013
Q4 | $854K | Sell |
8,126
-590
| -7% | -$62K | 0.22% | 128 |
|
|
2013
Q3 | $797K | Sell |
8,716
-574
| -6% | -$52.5K | 0.23% | 129 |
|
|
2013
Q2 | $803K | Buy |
+9,290
| New | +$803K | 0.24% | 123 |
|