Verity & Verity’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 | $18.1M | Buy |
179,677
+56,486
| +46% | +$5.7M | 1.56% | 24 |
|
2025
Q1 | $13.5M | Sell |
123,191
-42,502
| -26% | -$4.67M | 1.19% | 42 |
|
2024
Q4 | $20.9M | Buy |
165,693
+36,142
| +28% | +$4.56M | 1.91% | 17 |
|
2024
Q3 | $17.7M | Buy |
129,551
+4,054
| +3% | +$553K | 1.73% | 23 |
|
2024
Q2 | $17.2M | Buy |
125,497
+19,170
| +18% | +$2.62M | 1.87% | 16 |
|
2024
Q1 | $15.8M | Buy |
106,327
+4,206
| +4% | +$625K | 1.76% | 21 |
|
2023
Q4 | $16.1M | Buy |
102,121
+6,219
| +6% | +$978K | 1.84% | 20 |
|
2023
Q3 | $14.9M | Buy |
95,902
+3,795
| +4% | +$592K | 1.87% | 22 |
|
2023
Q2 | $16.5M | Buy |
92,107
+4,889
| +6% | +$876K | 2.03% | 14 |
|
2023
Q1 | $16.9M | Buy |
87,218
+3,549
| +4% | +$688K | 2.16% | 12 |
|
2022
Q4 | $14.5M | Buy |
83,669
+3,125
| +4% | +$543K | 1.9% | 18 |
|
2022
Q3 | $13M | Buy |
80,544
+3,177
| +4% | +$513K | 2.09% | 16 |
|
2022
Q2 | $14.1M | Buy |
77,367
+1,775
| +2% | +$324K | 2.16% | 15 |
|
2022
Q1 | $16.2M | Buy |
75,592
+557
| +0.7% | +$119K | 2.25% | 14 |
|
2021
Q4 | $16.1M | Sell |
75,035
-593
| -0.8% | -$127K | 2.3% | 10 |
|
2021
Q3 | $16.1M | Buy |
75,628
+281
| +0.4% | +$59.8K | 2.41% | 6 |
|
2021
Q2 | $15.7M | Sell |
75,347
-252
| -0.3% | -$52.4K | 2.48% | 7 |
|
2021
Q1 | $15M | Buy |
75,599
+1,840
| +2% | +$364K | 2.42% | 7 |
|
2020
Q4 | $11.9M | Sell |
73,759
-282
| -0.4% | -$45.6K | 2.26% | 7 |
|
2020
Q3 | $12.5M | Sell |
74,041
-27,986
| -27% | -$4.73M | 2.76% | 3 |
|
2020
Q2 | $11.6M | Buy |
102,027
+1,072
| +1% | +$122K | 2.77% | 4 |
|
2020
Q1 | $9.43M | Sell |
100,955
-4,120
| -4% | -$385K | 2.66% | 6 |
|
2019
Q4 | $12.3M | Buy |
105,075
+399
| +0.4% | +$46.7K | 2.39% | 5 |
|
2019
Q3 | $11.9M | Buy |
104,676
+1,148
| +1% | +$131K | 2.52% | 4 |
|
2019
Q2 | $10.7M | Buy |
103,528
+56,935
| +122% | +$5.88M | 2.32% | 7 |
|
2019
Q1 | $5.21M | Buy |
46,593
+5,557
| +14% | +$621K | 1.19% | 32 |
|
2018
Q4 | $4M | Buy |
41,036
+4,930
| +14% | +$481K | 1.07% | 38 |
|
2018
Q3 | $4.22M | Buy |
36,106
+1,531
| +4% | +$179K | 1.02% | 43 |
|
2018
Q2 | $3.67M | Buy |
34,575
+5,333
| +18% | +$567K | 0.95% | 45 |
|
2018
Q1 | $3.06M | Buy |
29,242
+8,272
| +39% | +$866K | 0.82% | 49 |
|
2017
Q4 | $2.5M | Buy |
20,970
+2,449
| +13% | +$292K | 0.67% | 52 |
|
2017
Q3 | $2.22M | Buy |
18,521
+1,445
| +8% | +$174K | 0.65% | 52 |
|
2017
Q2 | $1.89M | Buy |
17,076
+2,590
| +18% | +$286K | 0.58% | 56 |
|
2017
Q1 | $1.55M | Buy |
14,486
+3,008
| +26% | +$323K | 0.48% | 62 |
|
2016
Q4 | $1.32M | Buy |
11,478
+1,308
| +13% | +$150K | 0.46% | 59 |
|
2016
Q3 | $1.11M | Buy |
+10,170
| New | +$1.11M | 0.41% | 63 |
|
2014
Q1 | – | Sell |
-372
| Closed | -$39K | – | 66 |
|
2013
Q4 | $39K | Sell |
372
-27,678
| -99% | -$2.9M | 0.02% | 69 |
|
2013
Q3 | $2.56M | Buy |
28,050
+1,051
| +4% | +$96K | 1.47% | 39 |
|
2013
Q2 | $2.34M | Buy |
+26,999
| New | +$2.34M | 1.43% | 39 |
|