Rowlandmiller & Partners’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 | $4.78M | Buy |
47,381
+2,793
| +6% | +$282K | 0.99% | 29 |
|
|
2025
Q1 | $4.9M | Buy |
44,588
+3,007
| +7% | +$331K | 1.03% | 25 |
|
|
2024
Q4 | $5.24M | Sell |
41,581
-105
| -0.3% | -$13.2K | 1.1% | 26 |
|
|
2024
Q3 | $5.68M | Buy |
41,686
+1,650
| +4% | +$225K | 1.15% | 25 |
|
|
2024
Q2 | $5.48M | Sell |
40,036
-527
| -1% | -$72.1K | 1.19% | 24 |
|
|
2024
Q1 | $6.03M | Buy |
40,563
+2,557
| +7% | +$380K | 1.27% | 24 |
|
|
2023
Q4 | $5.98M | Buy |
38,006
+426
| +1% | +$67K | 1.37% | 23 |
|
|
2023
Q3 | $5.86M | Buy |
37,580
+2,065
| +6% | +$322K | 1.45% | 22 |
|
|
2023
Q2 | $6.37M | Sell |
35,515
-133
| -0.4% | -$23.8K | 1.5% | 22 |
|
|
2023
Q1 | $6.92M | Buy |
35,648
+647
| +2% | +$126K | 1.68% | 21 |
|
|
2022
Q4 | $6.13M | Sell |
35,001
-44
| -0.1% | -$7.71K | 1.52% | 23 |
|
|
2022
Q3 | $5.66M | Buy |
35,045
+190
| +0.5% | +$30.7K | 1.53% | 23 |
|
|
2022
Q2 | $6.36M | Buy |
34,855
+271
| +0.8% | +$49.5K | 1.63% | 22 |
|
|
2022
Q1 | $7.42M | Buy |
34,584
+668
| +2% | +$143K | 1.72% | 19 |
|
|
2021
Q4 | $7.27M | Buy |
33,916
+996
| +3% | +$213K | 1.63% | 19 |
|
|
2021
Q3 | $3.66M | Sell |
32,920
-549
| -2% | -$61K | 1.24% | 27 |
|
|
2021
Q2 | $6.96M | Buy |
33,469
+39
| +0.1% | +$8.11K | 1.71% | 17 |
|
|
2021
Q1 | $5.68M | Buy |
33,430
+29
| +0.1% | +$4.93K | 1.49% | 21 |
|
|
2020
Q4 | $5.62M | Buy |
33,401
+441
| +1% | +$74.3K | 1.6% | 18 |
|
|
2020
Q3 | $3.08M | Buy |
32,960
+40
| +0.1% | +$3.74K | 1.23% | 27 |
|
|
2020
Q2 | $3.66M | Sell |
32,920
-40
| -0.1% | -$4.45K | 1.24% | 27 |
|
|
2020
Q1 | $3.08M | Sell |
32,960
-167
| -0.5% | -$15.6K | 1.23% | 27 |
|
|
2019
Q4 | $3.88M | Buy |
33,127
+514
| +2% | +$60.2K | 1.21% | 27 |
|
|
2019
Q3 | $3.91M | Buy |
32,613
+1,503
| +5% | +$180K | 1.32% | 27 |
|
|
2019
Q2 | $3.21M | Buy |
31,110
+470
| +2% | +$48.5K | 1.11% | 34 |
|
|
2019
Q1 | $3.42M | Buy |
30,640
+1,521
| +5% | +$170K | 1.23% | 30 |
|
|
2018
Q4 | $2.84M | Buy |
29,119
+345
| +1% | +$33.6K | 1.15% | 31 |
|
|
2018
Q3 | $3.36M | Sell |
28,774
-175
| -0.6% | -$20.4K | 1.21% | 31 |
|
|
2018
Q2 | $3.07M | Buy |
28,949
+737
| +3% | +$78.1K | 1.19% | 29 |
|
|
2018
Q1 | $2.97M | Sell |
28,212
-196
| -0.7% | -$20.6K | 1.18% | 28 |
|
|
2017
Q4 | $3.39M | Sell |
28,408
-30
| -0.1% | -$3.58K | 1.33% | 25 |
|
|
2017
Q3 | $3.42M | Sell |
28,438
-358
| -1% | -$43K | 1.42% | 26 |
|
|
2017
Q2 | $3.19M | Buy |
28,796
+590
| +2% | +$65.3K | 1.35% | 28 |
|
|
2017
Q1 | $3.03M | Sell |
28,206
-94
| -0.3% | -$10.1K | 1.34% | 29 |
|
|
2016
Q4 | $3.24M | Sell |
28,300
-268
| -0.9% | -$30.7K | 1.47% | 25 |
|
|
2016
Q3 | $3.12M | Sell |
28,568
-331
| -1% | -$36.2K | 1.45% | 26 |
|
|
2016
Q2 | $3.11M | Sell |
28,899
-452
| -2% | -$48.7K | 1.43% | 24 |
|
|
2016
Q1 | $3.1M | Buy |
29,351
+15
| +0.1% | +$1.58K | 1.46% | 21 |
|
|
2015
Q4 | $2.77M | Sell |
29,336
-83
| -0.3% | -$7.84K | 1.41% | 24 |
|
|
2015
Q3 | $2.89M | Sell |
29,419
-2,957
| -9% | -$291K | 1.53% | 19 |
|
|
2015
Q2 | $3.14M | Sell |
32,376
-3,625
| -10% | -$351K | 1.56% | 21 |
|
|
2015
Q1 | $3.49M | Sell |
36,001
-517
| -1% | -$50K | 1.73% | 18 |
|
|
2014
Q4 | $4.06M | Buy |
+36,518
| New | +$4.06M | 1.97% | 18 |
|