Sterling Investment Counsel’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 | $373K | Buy |
3,693
+435
| +13% | +$43.9K | 0.22% | 77 |
|
|
2025
Q1 | $358K | Buy |
3,258
+20
| +0.6% | +$2.2K | 0.12% | 117 |
|
|
2024
Q4 | $408K | Buy |
3,238
+18
| +0.6% | +$2.27K | 0.27% | 61 |
|
|
2024
Q3 | $439K | Buy |
3,220
+18
| +0.6% | +$2.45K | 0.16% | 92 |
|
|
2024
Q2 | $438K | Buy |
3,202
+17
| +0.5% | +$2.33K | 0.17% | 83 |
|
|
2024
Q1 | $473K | Sell |
3,185
-134
| -4% | -$19.9K | 0.22% | 79 |
|
|
2023
Q4 | $522K | Sell |
3,319
-13
| -0.4% | -$2.04K | 0.27% | 70 |
|
|
2023
Q3 | $519K | Buy |
3,332
+1,702
| +104% | +$265K | 0.3% | 63 |
|
|
2023
Q2 | $292K | Buy |
+1,630
| New | +$292K | 0.16% | 115 |
|