Rench Wealth 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 | $3.32M | Buy |
32,925
+913
| +3% | +$92.2K | 1.05% | 37 |
|
2025
Q1 | $3.52M | Buy |
32,012
+373
| +1% | +$41K | 1.22% | 36 |
|
2024
Q4 | $3.99M | Sell |
31,639
-1,775
| -5% | -$224K | 1.36% | 32 |
|
2024
Q3 | $4.56M | Buy |
33,414
+376
| +1% | +$51.3K | 1.56% | 31 |
|
2024
Q2 | $4.52M | Buy |
33,038
+223
| +0.7% | +$30.5K | 1.62% | 28 |
|
2024
Q1 | $4.88M | Buy |
32,815
+803
| +3% | +$119K | 1.87% | 21 |
|
2023
Q4 | $5.03M | Sell |
32,012
-156
| -0.5% | -$24.5K | 2.12% | 22 |
|
2023
Q3 | $5.01M | Buy |
32,168
+673
| +2% | +$105K | 2.3% | 18 |
|
2023
Q2 | $5.65M | Buy |
31,495
+1,287
| +4% | +$231K | 2.48% | 13 |
|
2023
Q1 | $5.86M | Buy |
30,208
+619
| +2% | +$120K | 2.81% | 12 |
|
2022
Q4 | $5.14M | Buy |
29,589
+470
| +2% | +$81.7K | 2.62% | 16 |
|
2022
Q3 | $4.7M | Buy |
29,119
+189
| +0.7% | +$30.5K | 2.64% | 14 |
|
2022
Q2 | $5.28M | Buy |
28,930
+817
| +3% | +$149K | 2.71% | 16 |
|
2022
Q1 | $6.03M | Sell |
28,113
-144
| -0.5% | -$30.9K | 2.74% | 12 |
|
2021
Q4 | $6.06M | Sell |
28,257
-126
| -0.4% | -$27K | 2.73% | 16 |
|
2021
Q3 | $5.17M | Buy |
28,383
+208
| +0.7% | +$37.9K | 2.57% | 19 |
|
2021
Q2 | $5.86M | Sell |
28,175
-147
| -0.5% | -$30.6K | 2.92% | 16 |
|
2021
Q1 | $4.81M | Buy |
28,322
+1,750
| +7% | +$297K | 2.51% | 18 |
|
2020
Q4 | $4.48M | Buy |
26,572
+641
| +2% | +$108K | 2.52% | 19 |
|
2020
Q3 | $4.32M | Buy |
25,931
+266
| +1% | +$44.3K | 2.75% | 18 |
|
2020
Q2 | $2.85M | Buy |
25,665
+767
| +3% | +$85.3K | 1.92% | 23 |
|
2020
Q1 | $2.33M | Buy |
24,898
+463
| +2% | +$43.3K | 1.81% | 24 |
|
2019
Q4 | $2.86M | Buy |
24,435
+1,202
| +5% | +$141K | 1.65% | 32 |
|
2019
Q3 | $2.78M | Buy |
23,233
+1,017
| +5% | +$122K | 1.8% | 30 |
|
2019
Q2 | $2.29M | Buy |
22,216
+795
| +4% | +$82.1K | 1.47% | 34 |
|
2019
Q1 | $2.39M | Buy |
21,421
+1,278
| +6% | +$143K | 1.57% | 33 |
|
2018
Q4 | $1.97M | Buy |
20,143
+404
| +2% | +$39.4K | 1.44% | 36 |
|
2018
Q3 | $2.31M | Buy |
19,739
+283
| +1% | +$33K | 1.54% | 37 |
|
2018
Q2 | $2.07M | Sell |
19,456
-254
| -1% | -$27K | 1.49% | 37 |
|
2018
Q1 | $2.06M | Sell |
19,710
-42
| -0.2% | -$4.4K | 1.41% | 39 |
|
2017
Q4 | $2.35M | Buy |
19,752
+3,544
| +22% | +$422K | 1.53% | 35 |
|
2017
Q3 | $1.95M | Buy |
16,208
+3,001
| +23% | +$360K | 1.34% | 38 |
|
2017
Q2 | $1.46M | Buy |
13,207
+175
| +1% | +$19.4K | 1.08% | 38 |
|
2017
Q1 | $1.4M | Buy |
13,032
+265
| +2% | +$28.4K | 1.04% | 38 |
|
2016
Q4 | $1.46M | Buy |
12,767
+1,150
| +10% | +$132K | 1.16% | 38 |
|
2016
Q3 | $1.27M | Buy |
+11,617
| New | +$1.27M | 1.03% | 38 |
|