Searle & Co’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 | Buy |
18,495
+1,450
| +9% | +$146K | 0.53% | 53 |
|
|
2025
Q1 | $1.87M | Buy |
17,045
+2,174
| +15% | +$239K | 0.53% | 54 |
|
|
2024
Q4 | $1.88M | Hold |
14,871
| – | – | 0.54% | 50 |
|
|
2024
Q3 | $2.03M | Sell |
14,871
-361
| -2% | -$49.2K | 0.51% | 46 |
|
|
2024
Q2 | $2.08M | Sell |
15,232
-39
| -0.3% | -$5.34K | 0.49% | 49 |
|
|
2024
Q1 | $2.27M | Hold |
15,271
| – | – | 0.58% | 43 |
|
|
2023
Q4 | $2.4M | Buy |
15,271
+221
| +1% | +$34.7K | 0.66% | 39 |
|
|
2023
Q3 | $2.35M | Hold |
15,050
| – | – | 0.8% | 37 |
|
|
2023
Q2 | $2.82M | Hold |
15,050
| – | – | 0.87% | 32 |
|
|
2023
Q1 | $2.71M | Sell |
15,050
-1,200
| -7% | -$216K | 0.89% | 33 |
|
|
2022
Q4 | $2.82M | Hold |
16,250
| – | – | 0.96% | 32 |
|
|
2022
Q3 | $2.63M | Hold |
16,250
| – | – | 1.01% | 32 |
|
|
2022
Q2 | $2.97M | Hold |
16,250
| – | – | 1.17% | 28 |
|
|
2022
Q1 | $3.49M | Hold |
16,250
| – | – | 1.29% | 24 |
|
|
2021
Q4 | $3.48M | Hold |
16,250
| – | – | 1.27% | 26 |
|
|
2021
Q3 | $2.96M | Hold |
16,250
| – | – | 1.21% | 27 |
|
|
2021
Q2 | $3.38M | Hold |
16,250
| – | – | 1.38% | 24 |
|
|
2021
Q1 | $2.76M | Hold |
16,250
| – | – | 1.23% | 27 |
|
|
2020
Q4 | $2.74M | Buy |
16,250
+200
| +1% | +$33.7K | 1.32% | 25 |
|
|
2020
Q3 | $2.67M | Hold |
16,050
| – | – | 1.46% | 19 |
|
|
2020
Q2 | $1.78M | Buy |
16,050
+2,350
| +17% | +$261K | 1.03% | 35 |
|
|
2020
Q1 | $1.28M | Buy |
+13,700
| New | +$1.28M | 0.91% | 40 |
|