Stolper & 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 | $3.04M | Sell |
30,133
-5,539
| -16% | -$559K | 1% | 32 |
|
|
2025
Q1 | $3.92M | Buy |
35,672
+114
| +0.3% | +$12.5K | 1.29% | 29 |
|
|
2024
Q4 | $4.48M | Buy |
35,558
+638
| +2% | +$80.5K | 1.49% | 27 |
|
|
2024
Q3 | $4.76M | Buy |
34,920
+140
| +0.4% | +$19.1K | 1.56% | 27 |
|
|
2024
Q2 | $4.76M | Buy |
34,780
+1,378
| +4% | +$189K | 1.68% | 26 |
|
|
2024
Q1 | $4.97M | Buy |
33,402
+4,245
| +15% | +$631K | 1.79% | 25 |
|
|
2023
Q4 | $4.58M | Buy |
29,157
+269
| +0.9% | +$42.3K | 1.85% | 23 |
|
|
2023
Q3 | $4.5M | Buy |
28,888
+99
| +0.3% | +$15.4K | 1.95% | 20 |
|
|
2023
Q2 | $5.16M | Sell |
28,789
-361
| -1% | -$64.7K | 2.17% | 17 |
|
|
2023
Q1 | $5.66M | Buy |
29,150
+41
| +0.1% | +$7.95K | 2.42% | 13 |
|
|
2022
Q4 | $5.06M | Buy |
29,109
+1,521
| +6% | +$264K | 2.22% | 17 |
|
|
2022
Q3 | $4.46M | Buy |
27,588
+152
| +0.6% | +$24.6K | 2.2% | 14 |
|
|
2022
Q2 | $5.01M | Sell |
27,436
-73
| -0.3% | -$13.3K | 2.35% | 13 |
|
|
2022
Q1 | $5.9M | Sell |
27,509
-54
| -0.2% | -$11.6K | 2.5% | 11 |
|
|
2021
Q4 | $5.91M | Sell |
27,563
-114
| -0.4% | -$24.4K | 2.63% | 10 |
|
|
2021
Q3 | $5.04M | Sell |
27,677
-352
| -1% | -$64.1K | 2.41% | 13 |
|
|
2021
Q2 | $5.83M | Buy |
28,029
+139
| +0.5% | +$28.9K | 2.75% | 7 |
|
|
2021
Q1 | $4.74M | Sell |
27,890
-93
| -0.3% | -$15.8K | 2.44% | 13 |
|
|
2020
Q4 | $4.71M | Sell |
27,983
-251
| -0.9% | -$42.3K | 2.64% | 7 |
|
|
2020
Q3 | $4.71M | Sell |
28,234
-614
| -2% | -$102K | 3.04% | 7 |
|
|
2020
Q2 | $3.21M | Sell |
28,848
-601
| -2% | -$66.8K | 2.09% | 17 |
|
|
2020
Q1 | $2.75M | Buy |
+29,449
| New | +$2.75M | 1.98% | 16 |
|