Salem Investment Counselors’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 | $51K | Sell |
505
-57
| -10% | -$5.75K | ﹤0.01% | 584 |
|
|
2025
Q1 | $61.8K | Buy |
562
+93
| +20% | +$10.2K | ﹤0.01% | 537 |
|
|
2024
Q4 | $59.1K | Sell |
469
-1,841
| -80% | -$232K | ﹤0.01% | 547 |
|
|
2024
Q3 | $315K | Sell |
2,310
-153
| -6% | -$20.9K | 0.01% | 314 |
|
|
2024
Q2 | $337K | Sell |
2,463
-115
| -4% | -$15.7K | 0.01% | 296 |
|
|
2024
Q1 | $383K | Sell |
2,578
-38
| -1% | -$5.65K | 0.01% | 289 |
|
|
2023
Q4 | $411K | Buy |
2,616
+447
| +21% | +$70.3K | 0.01% | 274 |
|
|
2023
Q3 | $338K | Buy |
2,169
+48
| +2% | +$7.48K | 0.01% | 280 |
|
|
2023
Q2 | $380K | Sell |
2,121
-43
| -2% | -$7.71K | 0.01% | 267 |
|
|
2023
Q1 | $420K | Buy |
2,164
+561
| +35% | +$109K | 0.02% | 257 |
|
|
2022
Q4 | $279K | Buy |
1,603
+99
| +7% | +$17.2K | 0.01% | 296 |
|
|
2022
Q3 | $243K | Buy |
1,504
+657
| +78% | +$106K | 0.01% | 288 |
|
|
2022
Q2 | $155K | Buy |
847
+68
| +9% | +$12.4K | 0.01% | 364 |
|
|
2022
Q1 | $167K | Buy |
779
+112
| +17% | +$24K | 0.01% | 361 |
|
|
2021
Q4 | $143K | Buy |
667
+90
| +16% | +$19.3K | 0.01% | 412 |
|
|
2021
Q3 | $105K | Sell |
577
-160
| -22% | -$29.1K | 0.01% | 407 |
|
|
2021
Q2 | $153K | Sell |
737
-140
| -16% | -$29.1K | 0.01% | 360 |
|
|
2021
Q1 | $149K | Sell |
877
-157
| -15% | -$26.7K | 0.01% | 320 |
|
|
2020
Q4 | $174K | Buy |
1,034
+341
| +49% | +$57.4K | 0.01% | 284 |
|
|
2020
Q3 | $115K | Buy |
693
+500
| +259% | +$83K | 0.01% | 291 |
|
|
2020
Q2 | $21K | Buy |
193
+18
| +10% | +$1.96K | ﹤0.01% | 484 |
|
|
2020
Q1 | $16K | Sell |
175
-76
| -30% | -$6.95K | ﹤0.01% | 474 |
|
|
2019
Q4 | $29K | Buy |
251
+76
| +43% | +$8.78K | ﹤0.01% | 449 |
|
|
2019
Q3 | $21K | Buy |
175
+38
| +28% | +$4.56K | ﹤0.01% | 461 |
|
|
2019
Q2 | $14K | Sell |
137
-92
| -40% | -$9.4K | ﹤0.01% | 527 |
|
|
2019
Q1 | $27K | Buy |
+229
| New | +$27K | ﹤0.01% | 342 |
|
|
2018
Q4 | – | Sell |
-229
| Closed | -$27K | – | 380 |
|
|
2018
Q3 | $27K | Sell |
229
-380
| -62% | -$44.8K | ﹤0.01% | 342 |
|
|
2018
Q2 | $65K | Hold |
609
| – | – | 0.01% | 266 |
|
|
2018
Q1 | $63K | Buy |
609
+400
| +191% | +$41.4K | 0.01% | 267 |
|
|
2017
Q4 | $25K | Hold |
209
| – | – | ﹤0.01% | 383 |
|
|
2017
Q3 | $25K | Sell |
209
-154
| -42% | -$18.4K | ﹤0.01% | 373 |
|
|
2017
Q2 | $40K | Buy |
363
+64
| +21% | +$7.05K | ﹤0.01% | 333 |
|
|
2017
Q1 | $32K | Sell |
299
-31
| -9% | -$3.32K | ﹤0.01% | 422 |
|
|
2016
Q4 | $38K | Buy |
330
+31
| +10% | +$3.57K | ﹤0.01% | 381 |
|
|
2016
Q3 | $327 | Sell |
299
-3,325
| -92% | -$3.64K | ﹤0.01% | 349 |
|
|
2016
Q2 | $390K | Sell |
3,624
-80
| -2% | -$8.61K | 0.05% | 195 |
|
|
2016
Q1 | $391K | Sell |
3,704
-391
| -10% | -$41.3K | 0.05% | 193 |
|
|
2015
Q4 | $394K | Sell |
4,095
-231
| -5% | -$22.2K | 0.05% | 189 |
|
|
2015
Q3 | $423K | Sell |
4,326
-10
| -0.2% | -$978 | 0.06% | 185 |
|
|
2015
Q2 | $420K | Sell |
4,336
-50
| -1% | -$4.84K | 0.05% | 197 |
|
|
2015
Q1 | $425K | Buy |
4,386
+47
| +1% | +$4.55K | 0.05% | 206 |
|
|
2014
Q4 | $482K | Sell |
4,339
-25
| -0.6% | -$2.78K | 0.06% | 193 |
|
|
2014
Q3 | $429K | Buy |
+4,364
| New | +$429K | 0.05% | 204 |
|