Tortoise Investment 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 | $5.75K | Buy |
57
+31
| +119% | +$3.13K | ﹤0.01% | 644 |
|
|
2025
Q1 | $2.86K | Hold |
26
| – | – | ﹤0.01% | 677 |
|
|
2024
Q4 | $3.28K | Hold |
26
| – | – | ﹤0.01% | 717 |
|
|
2024
Q3 | $3.55K | Sell |
26
-221
| -89% | -$30.1K | ﹤0.01% | 713 |
|
|
2024
Q2 | $33.8K | Buy |
247
+155
| +168% | +$21.2K | ﹤0.01% | 451 |
|
|
2024
Q1 | $13.7K | Buy |
92
+10
| +12% | +$1.49K | ﹤0.01% | 584 |
|
|
2023
Q4 | $12.9K | Sell |
82
-8
| -9% | -$1.26K | ﹤0.01% | 533 |
|
|
2023
Q3 | $14K | Buy |
90
+4
| +5% | +$623 | ﹤0.01% | 509 |
|
|
2023
Q2 | $15.4K | Hold |
86
| – | – | ﹤0.01% | 504 |
|
|
2023
Q1 | $16.7K | Hold |
86
| – | – | ﹤0.01% | 487 |
|
|
2022
Q4 | $15K | Buy |
86
+6
| +8% | +$1.04K | ﹤0.01% | 494 |
|
|
2022
Q3 | $13K | Buy |
80
+6
| +8% | +$975 | ﹤0.01% | 495 |
|
|
2022
Q2 | $14K | Buy |
74
+48
| +185% | +$9.08K | ﹤0.01% | 472 |
|
|
2022
Q1 | $6K | Hold |
26
| – | – | ﹤0.01% | 551 |
|
|
2021
Q4 | $6K | Hold |
26
| – | – | ﹤0.01% | 523 |
|
|
2021
Q3 | $5K | Hold |
26
| – | – | ﹤0.01% | 524 |
|
|
2021
Q2 | $5K | Sell |
26
-50
| -66% | -$9.62K | ﹤0.01% | 515 |
|
|
2021
Q1 | $13K | Hold |
76
| – | – | ﹤0.01% | 413 |
|
|
2020
Q4 | $13K | Buy |
76
+50
| +192% | +$8.55K | ﹤0.01% | 385 |
|
|
2020
Q3 | $4K | Hold |
26
| – | – | ﹤0.01% | 448 |
|
|
2020
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 447 |
|
|
2020
Q1 | $2K | Hold |
26
| – | – | ﹤0.01% | 490 |
|
|
2019
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 517 |
|
|
2019
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 516 |
|
|
2019
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 544 |
|
|
2019
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 530 |
|
|
2018
Q4 | $3K | Sell |
26
-29
| -53% | -$3.35K | ﹤0.01% | 485 |
|
|
2018
Q3 | $6K | Hold |
55
| – | – | ﹤0.01% | 445 |
|
|
2018
Q2 | $6K | Hold |
55
| – | – | ﹤0.01% | 459 |
|
|
2018
Q1 | $6K | Hold |
55
| – | – | ﹤0.01% | 433 |
|
|
2017
Q4 | $7K | Buy |
55
+29
| +112% | +$3.69K | ﹤0.01% | 426 |
|
|
2017
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 438 |
|
|
2017
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 440 |
|
|
2017
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 425 |
|
|
2016
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 437 |
|
|
2016
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 393 |
|
|
2016
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 426 |
|
|
2016
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 348 |
|
|
2015
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 373 |
|
|
2015
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 360 |
|
|
2015
Q2 | $3K | Hold |
26
| – | – | ﹤0.01% | 390 |
|
|
2015
Q1 | $3K | Hold |
26
| – | – | ﹤0.01% | 372 |
|
|
2014
Q4 | $3K | Hold |
26
| – | – | ﹤0.01% | 399 |
|
|
2014
Q3 | $3K | Hold |
26
| – | – | ﹤0.01% | 352 |
|
|
2014
Q2 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 369 |
|