Van Hulzen Asset 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
Q1 | – | Sell |
-15,974
| Closed | -$2.01M | – | 1062 |
|
|
2024
Q4 | $2.01M | Buy |
15,974
+1,100
| +7% | +$139K | 0.15% | 116 |
|
|
2024
Q3 | $2.03M | Buy |
14,874
+5,529
| +59% | +$754K | 0.15% | 116 |
|
|
2024
Q2 | $1.28M | Sell |
9,345
-150
| -2% | -$20.5K | 0.09% | 141 |
|
|
2024
Q1 | $1.41M | Sell |
9,495
-120
| -1% | -$17.8K | 0.09% | 140 |
|
|
2023
Q4 | $1.51M | Buy |
9,615
+1,851
| +24% | +$291K | 0.11% | 127 |
|
|
2023
Q3 | $1.21M | Buy |
7,764
+5,898
| +316% | +$919K | 0.09% | 138 |
|
|
2023
Q2 | $334K | Buy |
+1,866
| New | +$334K | 0.03% | 226 |
|
|
2022
Q2 | – | Sell |
-2,133
| Closed | -$457K | – | 326 |
|
|
2022
Q1 | $457K | Buy |
2,133
+41
| +2% | +$8.78K | 0.05% | 178 |
|
|
2021
Q4 | $448K | Buy |
2,092
+385
| +23% | +$82.4K | 0.05% | 189 |
|
|
2021
Q3 | $311K | Hold |
1,707
| – | – | 0.05% | 210 |
|
|
2021
Q2 | $355K | Buy |
1,707
+42
| +3% | +$8.74K | 0.05% | 188 |
|
|
2021
Q1 | $283K | Buy |
1,665
+249
| +18% | +$42.3K | 0.05% | 203 |
|
|
2020
Q4 | $238K | Buy |
+1,416
| New | +$238K | 0.04% | 242 |
|
|
2018
Q2 | – | Sell |
-11,863
| Closed | -$1.24M | – | 221 |
|
|
2018
Q1 | $1.24M | Buy |
11,863
+7,388
| +165% | +$773K | 0.38% | 67 |
|
|
2017
Q4 | $533K | Buy |
+4,475
| New | +$533K | 0.16% | 114 |
|
|
2017
Q1 | – | Sell |
-2,453
| Closed | -$281K | – | 146 |
|
|
2016
Q4 | $281K | Buy |
+2,453
| New | +$281K | 0.13% | 103 |
|
|
2016
Q3 | – | Sell |
-2,553
| Closed | -$275K | – | 170 |
|
|
2016
Q2 | $275K | Buy |
2,553
+100
| +4% | +$10.8K | 0.16% | 92 |
|
|
2016
Q1 | $259K | Sell |
2,453
-23,812
| -91% | -$2.51M | 0.15% | 95 |
|
|
2015
Q4 | $2.53M | Sell |
26,265
-100
| -0.4% | -$9.62K | 1.57% | 20 |
|
|
2015
Q3 | $2.6M | Sell |
26,365
-5,000
| -16% | -$493K | 1.68% | 18 |
|
|
2015
Q2 | $3.04M | Buy |
31,365
+21,357
| +213% | +$2.07M | 1.64% | 15 |
|
|
2015
Q1 | $970K | Sell |
10,008
-5,200
| -34% | -$504K | 0.59% | 56 |
|
|
2014
Q4 | $1.69M | Hold |
15,208
| – | – | 1.17% | 27 |
|
|
2014
Q3 | $1.5M | Buy |
15,208
+5,100
| +50% | +$501K | 1.52% | 27 |
|
|
2014
Q2 | $1.04M | Hold |
10,108
| – | – | 0.89% | 42 |
|
|
2014
Q1 | $984K | Buy |
+10,108
| New | +$984K | 1% | 38 |
|