Raab & Moskowitz 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 | $608K | Sell |
6,022
-783
| -12% | -$79K | 0.14% | 117 |
|
|
2025
Q1 | $748K | Buy |
6,805
+2,197
| +48% | +$242K | 0.19% | 103 |
|
|
2024
Q4 | $581K | Sell |
4,608
-257
| -5% | -$32.4K | 0.14% | 115 |
|
|
2024
Q3 | $663K | Sell |
4,865
-121
| -2% | -$16.5K | 0.17% | 107 |
|
|
2024
Q2 | $682K | Buy |
4,986
+7
| +0.1% | +$958 | 0.19% | 102 |
|
|
2024
Q1 | $740K | Sell |
4,979
-640
| -11% | -$95.1K | 0.21% | 93 |
|
|
2023
Q4 | $884K | Sell |
5,619
-614
| -10% | -$96.6K | 0.28% | 80 |
|
|
2023
Q3 | $972K | Sell |
6,233
-360
| -5% | -$56.1K | 0.34% | 75 |
|
|
2023
Q2 | $1.18M | Sell |
6,593
-426
| -6% | -$76.4K | 0.4% | 67 |
|
|
2023
Q1 | $1.36M | Sell |
7,019
-1,222
| -15% | -$237K | 0.5% | 59 |
|
|
2022
Q4 | $1.43M | Buy |
8,241
+116
| +1% | +$20.2K | 0.54% | 56 |
|
|
2022
Q3 | $1.31M | Sell |
8,125
-518
| -6% | -$83.6K | 0.55% | 54 |
|
|
2022
Q2 | $1.58M | Buy |
8,643
+410
| +5% | +$74.8K | 0.62% | 52 |
|
|
2022
Q1 | $1.77M | Sell |
8,233
-404
| -5% | -$86.6K | 0.61% | 53 |
|
|
2021
Q4 | $1.85M | Sell |
8,637
-161
| -2% | -$34.5K | 0.61% | 53 |
|
|
2021
Q3 | $1.6M | Hold |
8,798
| – | – | 0.58% | 56 |
|
|
2021
Q2 | $1.83M | Buy |
8,798
+31
| +0.4% | +$6.45K | 0.67% | 49 |
|
|
2021
Q1 | $1.49M | Sell |
8,767
-25
| -0.3% | -$4.25K | 0.58% | 56 |
|
|
2020
Q4 | $1.48M | Sell |
8,792
-68
| -0.8% | -$11.4K | 0.61% | 52 |
|
|
2020
Q3 | $1.48M | Sell |
8,860
-520
| -6% | -$86.6K | 0.68% | 47 |
|
|
2020
Q2 | $1.04M | Sell |
9,380
-614
| -6% | -$68.2K | 0.51% | 63 |
|
|
2020
Q1 | $933K | Sell |
9,994
-1,097
| -10% | -$102K | 0.51% | 62 |
|
|
2019
Q4 | $1.3M | Sell |
11,091
-302
| -3% | -$35.3K | 0.51% | 60 |
|
|
2019
Q3 | $1.37M | Sell |
11,393
-219
| -2% | -$26.2K | 0.6% | 58 |
|
|
2019
Q2 | $1.2M | Sell |
11,612
-1,438
| -11% | -$148K | 0.53% | 66 |
|
|
2019
Q1 | $1.46M | Sell |
13,050
-342
| -3% | -$38.2K | 0.67% | 54 |
|
|
2018
Q4 | $1.31M | Sell |
13,392
-701
| -5% | -$68.4K | 0.64% | 54 |
|
|
2018
Q3 | $1.65M | Sell |
14,093
-82
| -0.6% | -$9.57K | 0.68% | 49 |
|
|
2018
Q2 | $1.51M | Sell |
14,175
-290
| -2% | -$30.8K | 0.72% | 46 |
|
|
2018
Q1 | $1.51M | Buy |
14,465
+17
| +0.1% | +$1.78K | 0.75% | 47 |
|
|
2017
Q4 | $1.72M | Hold |
14,448
| – | – | 0.83% | 43 |
|
|
2017
Q3 | $1.7M | Sell |
14,448
-811
| -5% | -$95.3K | 0.82% | 44 |
|
|
2017
Q2 | $1.69M | Sell |
15,259
-282
| -2% | -$31.3K | 0.84% | 40 |
|
|
2017
Q1 | $1.67M | Sell |
15,541
-217
| -1% | -$23.3K | 0.87% | 39 |
|
|
2016
Q4 | $1.81M | Sell |
15,758
-1,170
| -7% | -$134K | 0.98% | 33 |
|
|
2016
Q3 | $1.85M | Sell |
16,928
-1,040
| -6% | -$114K | 1.05% | 31 |
|
|
2016
Q2 | $1.94M | Sell |
17,968
-2,678
| -13% | -$288K | 1.1% | 25 |
|
|
2016
Q1 | $2.18M | Sell |
20,646
-1,278
| -6% | -$135K | 1.29% | 24 |
|
|
2015
Q4 | $2.11M | Buy |
21,924
+216
| +1% | +$20.8K | 1.26% | 30 |
|
|
2015
Q3 | $2.14M | Buy |
21,708
+323
| +2% | +$31.9K | 1.38% | 26 |
|
|
2015
Q2 | $2.07M | Sell |
21,385
-689
| -3% | -$66.8K | 1.27% | 28 |
|
|
2015
Q1 | $2.14M | Buy |
22,074
+2,321
| +12% | +$225K | 1.3% | 28 |
|
|
2014
Q4 | $2.2M | Sell |
19,753
-4,144
| -17% | -$461K | 1.26% | 26 |
|
|
2014
Q3 | $2.35M | Buy |
23,897
+7,233
| +43% | +$711K | 1.14% | 25 |
|
|
2014
Q2 | $1.71M | Buy |
16,664
+5,904
| +55% | +$606K | 0.81% | 39 |
|
|
2014
Q1 | $1.05M | Buy |
10,760
+548
| +5% | +$53.4K | 0.58% | 61 |
|
|
2013
Q4 | $1.07M | Buy |
+10,212
| New | +$1.07M | 0.61% | 57 |
|