Shelton Capital 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 | $5.84M | Sell |
57,859
-4,427
| -7% | -$447K | 0.13% | 143 |
|
|
2025
Q1 | $6.85M | Buy |
62,286
+8,513
| +16% | +$936K | 0.16% | 129 |
|
|
2024
Q4 | $6.78M | Sell |
53,773
-141
| -0.3% | -$17.8K | 0.17% | 132 |
|
|
2024
Q3 | $7.35M | Hold |
53,914
| – | – | 0.19% | 120 |
|
|
2024
Q2 | $7.38M | Hold |
53,914
| – | – | 0.2% | 113 |
|
|
2024
Q1 | $8.01M | Sell |
53,914
-400
| -0.7% | -$59.5K | 0.23% | 106 |
|
|
2023
Q4 | $8.54M | Buy |
54,314
+4,419
| +9% | +$695K | 0.27% | 87 |
|
|
2023
Q3 | $7.78M | Buy |
49,895
+10,800
| +28% | +$1.68M | 0.28% | 84 |
|
|
2023
Q2 | $7.01M | Buy |
39,095
+22,890
| +141% | +$4.1M | 0.25% | 94 |
|
|
2023
Q1 | $3.14M | Buy |
16,205
+11,584
| +251% | +$2.25M | 0.13% | 165 |
|
|
2022
Q4 | $803K | Sell |
4,621
-571
| -11% | -$99.3K | 0.08% | 221 |
|
|
2022
Q3 | $839K | Hold |
5,192
| – | – | 0.04% | 253 |
|
|
2022
Q2 | $948K | Hold |
5,192
| – | – | 0.04% | 261 |
|
|
2022
Q1 | $1.11M | Hold |
5,192
| – | – | 0.04% | 257 |
|
|
2021
Q4 | $1.11M | Sell |
5,192
-48
| -0.9% | -$10.3K | 0.04% | 263 |
|
|
2021
Q3 | $954K | Hold |
5,240
| – | – | 0.04% | 274 |
|
|
2021
Q2 | $1.09M | Sell |
5,240
-5,498
| -51% | -$1.14M | 0.04% | 266 |
|
|
2021
Q1 | $1.83M | Buy |
10,738
+569
| +6% | +$96.8K | 0.06% | 248 |
|
|
2020
Q4 | $1.71M | Sell |
10,169
-9,516
| -48% | -$1.6M | 0.08% | 213 |
|
|
2020
Q3 | $3.28M | Sell |
19,685
-51,301
| -72% | -$8.55M | 0.14% | 168 |
|
|
2020
Q2 | $7.89M | Buy |
70,986
+34,190
| +93% | +$3.8M | 0.43% | 42 |
|
|
2020
Q1 | $3.44M | Buy |
36,796
+9,200
| +33% | +$859K | 0.25% | 76 |
|
|
2019
Q4 | $3.23M | Buy |
27,596
+16,242
| +143% | +$1.9M | 0.18% | 109 |
|
|
2019
Q3 | $1.36M | Sell |
11,354
-200
| -2% | -$24K | 0.08% | 198 |
|
|
2019
Q2 | $1.19M | Buy |
11,554
+10,185
| +744% | +$1.05M | 0.07% | 219 |
|
|
2019
Q1 | $12.3K | Sell |
1,369
-10,211
| -88% | -$91.4K | 0.05% | 336 |
|
|
2018
Q4 | $1.13M | Hold |
11,580
| – | – | 0.08% | 200 |
|
|
2018
Q3 | $1.35M | Sell |
11,580
-260
| -2% | -$30.4K | 0.08% | 206 |
|
|
2018
Q2 | $1.26M | Sell |
11,840
-7,900
| -40% | -$839K | 0.08% | 208 |
|
|
2018
Q1 | $2.07M | Sell |
19,740
-270
| -1% | -$28.3K | 0.14% | 146 |
|
|
2017
Q4 | $2.38M | Sell |
20,010
-20,968
| -51% | -$2.5M | 0.15% | 132 |
|
|
2017
Q3 | $4.92M | Sell |
40,978
-1,100
| -3% | -$132K | 0.33% | 65 |
|
|
2017
Q2 | $4.65M | Sell |
42,078
-6,150
| -13% | -$680K | 0.33% | 64 |
|
|
2017
Q1 | $5.18M | Sell |
48,228
-6,230
| -11% | -$668K | 0.36% | 49 |
|
|
2016
Q4 | $6.24M | Sell |
54,458
-4,944
| -8% | -$567K | 0.48% | 32 |
|
|
2016
Q3 | $6.5M | Sell |
59,402
-3,214
| -5% | -$351K | 0.54% | 28 |
|
|
2016
Q2 | $6.75M | Sell |
62,616
-8,997
| -13% | -$969K | 0.59% | 28 |
|
|
2016
Q1 | $7.55M | Buy |
71,613
+6,855
| +11% | +$723K | 0.68% | 23 |
|
|
2015
Q4 | $6.23M | Buy |
64,758
+30,133
| +87% | +$2.9M | 0.6% | 29 |
|
|
2015
Q3 | $3.42M | Buy |
34,625
+3,652
| +12% | +$360K | 0.38% | 51 |
|
|
2015
Q2 | $3M | Sell |
30,973
-960
| -3% | -$93K | 0.31% | 64 |
|
|
2015
Q1 | $3.1M | Buy |
31,933
+449
| +1% | +$43.5K | 0.33% | 60 |
|
|
2014
Q4 | $3.5M | Buy |
31,484
+100
| +0.3% | +$11.1K | 0.41% | 47 |
|
|
2014
Q3 | $3.09M | Hold |
31,384
| – | – | 0.41% | 49 |
|
|
2014
Q2 | $3.22M | Hold |
31,384
| – | – | 0.45% | 43 |
|
|
2014
Q1 | $3.06M | Hold |
31,384
| – | – | 0.45% | 45 |
|
|
2013
Q4 | $3.3M | Sell |
31,384
-700
| -2% | -$73.6K | 0.5% | 37 |
|
|
2013
Q3 | $2.93M | Hold |
32,084
| – | – | 0.49% | 38 |
|
|
2013
Q2 | $2.78M | Buy |
+32,084
| New | +$2.78M | 0.51% | 37 |
|