Savant Capital’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 | $6.99M | Sell |
69,242
-3,249
| -4% | -$328K | 0.04% | 231 |
|
|
2025
Q1 | $7.97M | Buy |
72,491
+15,688
| +28% | +$1.73M | 0.06% | 201 |
|
|
2024
Q4 | $7.16M | Sell |
56,803
-733
| -1% | -$92.4K | 0.06% | 191 |
|
|
2024
Q3 | $7.84M | Buy |
57,536
+8,326
| +17% | +$1.14M | 0.07% | 166 |
|
|
2024
Q2 | $6.73M | Buy |
49,210
+20,897
| +74% | +$2.86M | 0.07% | 172 |
|
|
2024
Q1 | $4.21M | Sell |
28,313
-2,170
| -7% | -$323K | 0.05% | 205 |
|
|
2023
Q4 | $4.79M | Buy |
30,483
+916
| +3% | +$144K | 0.06% | 178 |
|
|
2023
Q3 | $4.61M | Sell |
29,567
-2,509
| -8% | -$391K | 0.07% | 174 |
|
|
2023
Q2 | $5.75M | Buy |
32,076
+23,147
| +259% | +$4.15M | 0.09% | 148 |
|
|
2023
Q1 | $1.73M | Buy |
8,929
+2,585
| +41% | +$501K | 0.03% | 240 |
|
|
2022
Q4 | $828K | Buy |
6,344
+1,643
| +35% | +$214K | 0.02% | 289 |
|
|
2022
Q3 | $759K | Sell |
4,701
-138
| -3% | -$22.3K | 0.02% | 273 |
|
|
2022
Q2 | $883K | Buy |
4,839
+490
| +11% | +$89.4K | 0.03% | 248 |
|
|
2022
Q1 | $933K | Buy |
4,349
+388
| +10% | +$83.2K | 0.03% | 248 |
|
|
2021
Q4 | $849K | Buy |
3,961
+266
| +7% | +$57K | 0.03% | 261 |
|
|
2021
Q3 | $673K | Buy |
3,695
+107
| +3% | +$19.5K | 0.02% | 276 |
|
|
2021
Q2 | $746K | Buy |
3,588
+21
| +0.6% | +$4.37K | 0.03% | 240 |
|
|
2021
Q1 | $606K | Buy |
3,567
+86
| +2% | +$14.6K | 0.03% | 254 |
|
|
2020
Q4 | $586K | Sell |
3,481
-144
| -4% | -$24.2K | 0.03% | 246 |
|
|
2020
Q3 | $604K | Buy |
3,625
+212
| +6% | +$35.3K | 0.04% | 227 |
|
|
2020
Q2 | $379K | Sell |
3,413
-85
| -2% | -$9.44K | 0.03% | 288 |
|
|
2020
Q1 | $327K | Buy |
3,498
+325
| +10% | +$30.4K | 0.03% | 278 |
|
|
2019
Q4 | $371K | Sell |
3,173
-54
| -2% | -$6.31K | 0.05% | 249 |
|
|
2019
Q3 | $387K | Sell |
3,227
-27
| -0.8% | -$3.24K | 0.05% | 226 |
|
|
2019
Q2 | $336K | Sell |
3,254
-307
| -9% | -$31.7K | 0.05% | 248 |
|
|
2019
Q1 | $398K | Sell |
3,561
-30
| -0.8% | -$3.35K | 0.07% | 180 |
|
|
2018
Q4 | $350K | Sell |
3,591
-131
| -4% | -$12.8K | 0.07% | 181 |
|
|
2018
Q3 | $434K | Buy |
3,722
+191
| +5% | +$22.3K | 0.08% | 186 |
|
|
2018
Q2 | $375K | Sell |
3,531
-8
| -0.2% | -$850 | 0.08% | 191 |
|
|
2018
Q1 | $370K | Buy |
3,539
+71
| +2% | +$7.42K | 0.08% | 189 |
|
|
2017
Q4 | $413K | Sell |
3,468
-29
| -0.8% | -$3.45K | 0.09% | 176 |
|
|
2017
Q3 | $420K | Sell |
3,497
-109
| -3% | -$13.1K | 0.09% | 162 |
|
|
2017
Q2 | $399K | Sell |
3,606
-17
| -0.5% | -$1.88K | 0.09% | 163 |
|
|
2017
Q1 | $389K | Buy |
3,623
+1
| +0% | +$107 | 0.1% | 164 |
|
|
2016
Q4 | $415K | Buy |
3,622
+1
| +0% | +$115 | 0.11% | 150 |
|
|
2016
Q3 | $396K | Buy |
3,621
+131
| +4% | +$14.3K | 0.11% | 150 |
|
|
2016
Q2 | $376K | Buy |
3,490
+10
| +0.3% | +$1.08K | 0.11% | 152 |
|
|
2016
Q1 | $367K | Sell |
3,480
-127
| -4% | -$13.4K | 0.11% | 144 |
|
|
2015
Q4 | $347K | Sell |
3,607
-152
| -4% | -$14.6K | 0.11% | 149 |
|
|
2015
Q3 | $371K | Buy |
3,759
+126
| +3% | +$12.4K | 0.13% | 128 |
|
|
2015
Q2 | $352K | Buy |
3,633
+127
| +4% | +$12.3K | 0.12% | 146 |
|
|
2015
Q1 | $340K | Sell |
3,506
-279
| -7% | -$27.1K | 0.12% | 146 |
|
|
2014
Q4 | $421K | Buy |
3,785
+738
| +24% | +$82.1K | 0.16% | 109 |
|
|
2014
Q3 | $299K | Buy |
3,047
+47
| +2% | +$4.61K | 0.13% | 138 |
|
|
2014
Q2 | $308K | Buy |
3,000
+20
| +0.7% | +$2.05K | 0.13% | 127 |
|
|
2014
Q1 | $290K | Hold |
2,980
| – | – | 0.13% | 127 |
|
|
2013
Q4 | $313K | Buy |
2,980
+50
| +2% | +$5.25K | 0.15% | 114 |
|
|
2013
Q3 | $268K | Sell |
2,930
-30
| -1% | -$2.74K | 0.15% | 116 |
|
|
2013
Q2 | $256K | Buy |
+2,960
| New | +$256K | 0.15% | 109 |
|