Stanley-Laman Group’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 | $2.39M | Sell |
23,682
-2,347
| -9% | -$237K | 0.36% | 119 |
|
|
2025
Q1 | $2.86M | Buy |
26,029
+3,149
| +14% | +$346K | 0.44% | 103 |
|
|
2024
Q4 | $2.89M | Sell |
22,880
-3,036
| -12% | -$383K | 0.41% | 110 |
|
|
2024
Q3 | $3.53M | Buy |
25,916
+3,237
| +14% | +$441K | 0.5% | 95 |
|
|
2024
Q2 | $3.1M | Buy |
22,679
+911
| +4% | +$125K | 0.45% | 109 |
|
|
2024
Q1 | $3.24M | Buy |
21,768
+4,551
| +26% | +$676K | 0.45% | 104 |
|
|
2023
Q4 | $2.71M | Buy |
17,217
+37
| +0.2% | +$5.82K | 0.41% | 103 |
|
|
2023
Q3 | $2.68M | Sell |
17,180
-678
| -4% | -$106K | 0.46% | 98 |
|
|
2023
Q2 | $3.2M | Buy |
17,858
+1,377
| +8% | +$247K | 0.53% | 82 |
|
|
2023
Q1 | $3.2M | Sell |
16,481
-274
| -2% | -$53.2K | 0.57% | 78 |
|
|
2022
Q4 | $2.91M | Sell |
16,755
-1,188
| -7% | -$207K | 0.56% | 78 |
|
|
2022
Q3 | $2.9M | Buy |
17,943
+295
| +2% | +$47.7K | 0.55% | 72 |
|
|
2022
Q2 | $3.22M | Sell |
17,648
-832
| -5% | -$152K | 0.57% | 62 |
|
|
2022
Q1 | $3.96M | Buy |
18,480
+2,522
| +16% | +$541K | 0.55% | 53 |
|
|
2021
Q4 | $3.42M | Buy |
15,958
+3,210
| +25% | +$688K | 0.4% | 78 |
|
|
2021
Q3 | $2.32M | Buy |
12,748
+922
| +8% | +$168K | 0.3% | 101 |
|
|
2021
Q2 | $2.46M | Buy |
11,826
+1,837
| +18% | +$382K | 0.35% | 81 |
|
|
2021
Q1 | $1.7M | Buy |
9,989
+2,839
| +40% | +$483K | 0.28% | 116 |
|
|
2020
Q4 | $1.2M | Buy |
+7,150
| New | +$1.2M | 0.21% | 150 |
|
|
2018
Q4 | – | Sell |
-7,477
| Closed | -$873K | – | 297 |
|
|
2018
Q3 | $873K | Buy |
7,477
+50
| +0.7% | +$5.84K | 0.21% | 142 |
|
|
2018
Q2 | $789K | Buy |
7,427
+496
| +7% | +$52.7K | 0.18% | 168 |
|
|
2018
Q1 | $725K | Buy |
6,931
+319
| +5% | +$33.4K | 0.17% | 175 |
|
|
2017
Q4 | $788K | Sell |
6,612
-442
| -6% | -$52.7K | 0.17% | 166 |
|
|
2017
Q3 | $847K | Buy |
7,054
+373
| +6% | +$44.8K | 0.23% | 108 |
|
|
2017
Q2 | $739K | Buy |
6,681
+3
| +0% | +$332 | 0.2% | 107 |
|
|
2017
Q1 | $717K | Buy |
6,678
+3,565
| +115% | +$383K | 0.19% | 126 |
|
|
2016
Q4 | $357K | Buy |
3,113
+757
| +32% | +$86.8K | 0.11% | 201 |
|
|
2016
Q3 | $258K | Sell |
2,356
-421
| -15% | -$46.1K | 0.11% | 178 |
|
|
2016
Q2 | $299K | Sell |
2,777
-1,015
| -27% | -$109K | 0.12% | 179 |
|
|
2016
Q1 | $400K | Sell |
3,792
-200
| -5% | -$21.1K | 0.08% | 189 |
|
|
2015
Q4 | $384K | Hold |
3,992
| – | – | 0.07% | 248 |
|
|
2015
Q3 | $394K | Hold |
3,992
| – | – | 0.08% | 221 |
|
|
2015
Q2 | $387K | Buy |
3,992
+1,500
| +60% | +$145K | 0.07% | 226 |
|
|
2015
Q1 | $242K | Buy |
+2,492
| New | +$242K | 0.04% | 269 |
|