Sigma 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 | $5.98M | Hold |
59,258
| – | – | 0.33% | 51 |
|
|
2025
Q1 | $6.52M | Sell |
59,258
-439
| -0.7% | -$48.3K | 0.4% | 50 |
|
|
2024
Q4 | $7.53M | Sell |
59,697
-20
| -0% | -$2.52K | 0.44% | 45 |
|
|
2024
Q3 | $8.14M | Buy |
59,717
+20
| +0% | +$2.73K | 0.48% | 46 |
|
|
2024
Q2 | $8.17M | Hold |
59,697
| – | – | 0.51% | 44 |
|
|
2024
Q1 | $8.87M | Sell |
59,697
-27
| -0% | -$4.01K | 0.57% | 37 |
|
|
2023
Q4 | $9.39M | Sell |
59,724
-359
| -0.6% | -$56.4K | 0.66% | 31 |
|
|
2023
Q3 | $9.37M | Sell |
60,083
-207
| -0.3% | -$32.3K | 0.71% | 30 |
|
|
2023
Q2 | $10.8M | Sell |
60,290
-30
| -0% | -$5.38K | 0.79% | 27 |
|
|
2023
Q1 | $11.7M | Sell |
60,320
-149
| -0.2% | -$28.9K | 0.91% | 26 |
|
|
2022
Q4 | $10.5M | Sell |
60,469
-200
| -0.3% | -$34.8K | 0.86% | 26 |
|
|
2022
Q3 | $9.8M | Sell |
60,669
-9
| -0% | -$1.45K | 0.84% | 27 |
|
|
2022
Q2 | $11.1M | Buy |
60,678
+934
| +2% | +$170K | 0.9% | 27 |
|
|
2022
Q1 | $12.8M | Hold |
59,744
| – | – | 0.92% | 28 |
|
|
2021
Q4 | $12.8M | Buy |
59,744
+41
| +0.1% | +$8.79K | 0.9% | 26 |
|
|
2021
Q3 | $10.9M | Buy |
59,703
+25
| +0% | +$4.55K | 0.81% | 29 |
|
|
2021
Q2 | $12.4M | Buy |
59,678
+14
| +0% | +$2.91K | 0.93% | 27 |
|
|
2021
Q1 | $10.1M | Hold |
59,664
| – | – | 0.82% | 29 |
|
|
2020
Q4 | $10M | Sell |
59,664
-1,042
| -2% | -$175K | 0.86% | 27 |
|
|
2020
Q3 | $10.1M | Sell |
60,706
-39,866
| -40% | -$6.64M | 1.97% | 11 |
|
|
2020
Q2 | $11.2M | Buy |
100,572
+18
| +0% | +$2K | 1.19% | 24 |
|
|
2020
Q1 | $9.39M | Hold |
100,554
| – | – | 1.2% | 23 |
|
|
2019
Q4 | $11.8M | Hold |
100,554
| – | – | 1.23% | 16 |
|
|
2019
Q3 | $12M | Buy |
100,554
+322
| +0.3% | +$38.6K | 1.37% | 13 |
|
|
2019
Q2 | $10.4M | Sell |
100,232
-100
| -0.1% | -$10.3K | 1.22% | 15 |
|
|
2019
Q1 | $11.2M | Hold |
100,332
| – | – | 1.37% | 12 |
|
|
2018
Q4 | $9.79M | Buy |
100,332
+100
| +0.1% | +$9.75K | 1.36% | 13 |
|
|
2018
Q3 | $11.7M | Hold |
100,232
| – | – | 1.45% | 13 |
|
|
2018
Q2 | $10.6M | Sell |
100,232
-51
| -0.1% | -$5.42K | 1.41% | 13 |
|
|
2018
Q1 | $10.5M | Buy |
100,283
+39
| +0% | +$4.08K | 1.43% | 13 |
|
|
2017
Q4 | $11.9M | Sell |
100,244
-115
| -0.1% | -$13.7K | 1.63% | 13 |
|
|
2017
Q3 | $12.1M | Sell |
100,359
-102
| -0.1% | -$12.2K | 1.71% | 13 |
|
|
2017
Q2 | $11.1M | Sell |
100,461
-7
| -0% | -$774 | 1.7% | 13 |
|
|
2017
Q1 | $10.8M | Buy |
100,468
+42
| +0% | +$4.51K | 1.71% | 13 |
|
|
2016
Q4 | $11.5M | Buy |
100,426
+100
| +0.1% | +$11.5K | 1.84% | 13 |
|
|
2016
Q3 | $11M | Sell |
100,326
-2,499
| -2% | -$273K | 1.81% | 13 |
|
|
2016
Q2 | $11.1M | Sell |
102,825
-2,500
| -2% | -$269K | 1.89% | 12 |
|
|
2016
Q1 | $11.1M | Hold |
105,325
| – | – | 1.97% | 12 |
|
|
2015
Q4 | $10.1M | Hold |
105,325
| – | – | 1.86% | 13 |
|
|
2015
Q3 | $10.4M | Buy |
105,325
+240
| +0.2% | +$23.7K | 2.01% | 12 |
|
|
2015
Q2 | $10.2M | Hold |
105,085
| – | – | 1.89% | 13 |
|
|
2015
Q1 | $10.2M | Hold |
105,085
| – | – | 1.91% | 13 |
|
|
2014
Q4 | $11.7M | Hold |
105,085
| – | – | 2.21% | 12 |
|
|
2014
Q3 | $10.3M | Hold |
105,085
| – | – | 2% | 14 |
|
|
2014
Q2 | $10.8M | Hold |
105,085
| – | – | 2.11% | 12 |
|
|
2014
Q1 | $10.2M | Sell |
105,085
-2,318
| -2% | -$226K | 2.07% | 12 |
|
|
2013
Q4 | $11.3M | Sell |
107,403
-7,682
| -7% | -$807K | 2.43% | 11 |
|
|
2013
Q3 | $10.5M | Sell |
115,085
-5,000
| -4% | -$457K | 2.43% | 11 |
|
|
2013
Q2 | $10.4M | Buy |
+120,085
| New | +$10.4M | 2.7% | 9 |
|