Rehmann Capital Advisory 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 | $1.87M | Sell |
18,537
-366
| -2% | -$36.9K | 0.11% | 133 |
|
|
2025
Q1 | $2.08M | Buy |
18,903
+2,733
| +17% | +$301K | 0.13% | 124 |
|
|
2024
Q4 | $2.04M | Buy |
16,170
+325
| +2% | +$41K | 0.13% | 125 |
|
|
2024
Q3 | $2.16M | Buy |
15,845
+229
| +1% | +$31.2K | 0.14% | 117 |
|
|
2024
Q2 | $2.14M | Sell |
15,616
-459
| -3% | -$62.8K | 0.15% | 114 |
|
|
2024
Q1 | $2.39M | Buy |
16,075
+175
| +1% | +$26K | 0.18% | 105 |
|
|
2023
Q4 | $2.5M | Buy |
15,900
+1,172
| +8% | +$184K | 0.21% | 94 |
|
|
2023
Q3 | $2.3M | Sell |
14,728
-310
| -2% | -$48.3K | 0.21% | 87 |
|
|
2023
Q2 | $2.7M | Buy |
15,038
+11
| +0.1% | +$1.97K | 0.24% | 80 |
|
|
2023
Q1 | $2.92M | Sell |
15,027
-404
| -3% | -$78.4K | 0.27% | 75 |
|
|
2022
Q4 | $2.68M | Sell |
15,431
-426
| -3% | -$74.1K | 0.27% | 77 |
|
|
2022
Q3 | $2.56M | Buy |
15,857
+328
| +2% | +$53K | 0.28% | 70 |
|
|
2022
Q2 | $2.83M | Sell |
15,529
-122
| -0.8% | -$22.3K | 0.31% | 63 |
|
|
2022
Q1 | $3.36M | Buy |
15,651
+468
| +3% | +$100K | 0.32% | 63 |
|
|
2021
Q4 | $3.25M | Sell |
15,183
-694
| -4% | -$149K | 0.3% | 62 |
|
|
2021
Q3 | $2.89M | Buy |
15,877
+12,441
| +362% | +$2.27M | 0.27% | 67 |
|
|
2021
Q2 | $715K | Buy |
3,436
+72
| +2% | +$15K | 0.07% | 239 |
|
|
2021
Q1 | $572K | Buy |
3,364
+31
| +0.9% | +$5.27K | 0.06% | 260 |
|
|
2020
Q4 | $561K | Buy |
3,333
+96
| +3% | +$16.2K | 0.06% | 243 |
|
|
2020
Q3 | $540K | Sell |
3,237
-616
| -16% | -$103K | 0.07% | 234 |
|
|
2020
Q2 | $428K | Buy |
3,853
+132
| +4% | +$14.7K | 0.06% | 263 |
|
|
2020
Q1 | $348K | Buy |
+3,721
| New | +$348K | 0.06% | 254 |
|
|
2019
Q3 | $380K | Sell |
3,171
-271
| -8% | -$32.5K | 0.05% | 204 |
|
|
2019
Q2 | $355K | Sell |
3,442
-126
| -4% | -$13K | 0.04% | 306 |
|
|
2019
Q1 | $399K | Sell |
3,568
-39
| -1% | -$4.36K | 0.05% | 265 |
|
|
2018
Q4 | $352K | Sell |
3,607
-72
| -2% | -$7.02K | 0.05% | 177 |
|
|
2018
Q3 | $430K | Sell |
3,679
-174
| -5% | -$20.3K | 0.06% | 236 |
|
|
2018
Q2 | $409K | Sell |
3,853
-691
| -15% | -$73.4K | 0.06% | 236 |
|
|
2018
Q1 | $476K | Sell |
4,544
-885
| -16% | -$92.7K | 0.07% | 195 |
|
|
2017
Q4 | $647K | Buy |
5,429
+165
| +3% | +$19.7K | 0.11% | 168 |
|
|
2017
Q3 | $632K | Buy |
5,264
+57
| +1% | +$6.84K | 0.11% | 162 |
|
|
2017
Q2 | $576K | Sell |
5,207
-1,284
| -20% | -$142K | 0.11% | 163 |
|
|
2017
Q1 | $697K | Sell |
6,491
-249
| -4% | -$26.7K | 0.12% | 151 |
|
|
2016
Q4 | $773K | Sell |
6,740
-297
| -4% | -$34.1K | 0.14% | 135 |
|
|
2016
Q3 | $770K | Sell |
7,037
-775
| -10% | -$84.8K | 0.15% | 127 |
|
|
2016
Q2 | $842K | Buy |
7,812
+331
| +4% | +$35.7K | 0.16% | 120 |
|
|
2016
Q1 | $789K | Sell |
7,481
-622
| -8% | -$65.6K | 0.15% | 118 |
|
|
2015
Q4 | $780K | Buy |
8,103
+135
| +2% | +$13K | 0.16% | 113 |
|
|
2015
Q3 | $786K | Buy |
7,968
+643
| +9% | +$63.4K | 0.18% | 104 |
|
|
2015
Q2 | $710K | Buy |
7,325
+352
| +5% | +$34.1K | 0.16% | 120 |
|
|
2015
Q1 | $676K | Sell |
6,973
-60
| -0.9% | -$5.82K | 0.15% | 125 |
|
|
2014
Q4 | $782K | Buy |
7,033
+471
| +7% | +$52.4K | 0.18% | 104 |
|
|
2014
Q3 | $645K | Sell |
6,562
-127
| -2% | -$12.5K | 0.15% | 123 |
|
|
2014
Q2 | $687K | Buy |
6,689
+586
| +10% | +$60.2K | 0.16% | 114 |
|
|
2014
Q1 | $594K | Buy |
6,103
+397
| +7% | +$38.6K | 0.16% | 116 |
|
|
2013
Q4 | $600K | Buy |
5,706
+415
| +8% | +$43.6K | 0.18% | 109 |
|
|
2013
Q3 | $483K | Sell |
5,291
-129
| -2% | -$11.8K | 0.16% | 124 |
|
|
2013
Q2 | $469K | Buy |
+5,420
| New | +$469K | 0.16% | 116 |
|