Wambolt & Associates’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 | $4.75M | Sell |
45,463
-27
| -0.1% | -$2.82K | 1.6% | 12 |
|
|
2025
Q1 | $4.97M | Sell |
45,490
-147
| -0.3% | -$16.1K | 1.69% | 12 |
|
|
2024
Q4 | $5.75M | Sell |
45,637
-553
| -1% | -$69.7K | 1.84% | 10 |
|
|
2024
Q3 | $6.16M | Buy |
46,190
+353
| +0.8% | +$47K | 1.68% | 10 |
|
|
2024
Q2 | $6.23M | Buy |
45,837
+16
| +0% | +$2.18K | 1.81% | 9 |
|
|
2024
Q1 | $6.76M | Sell |
45,821
-45
| -0.1% | -$6.64K | 2.02% | 4 |
|
|
2023
Q4 | $7.21M | Buy |
45,866
+10,811
| +31% | +$1.7M | 2.36% | 3 |
|
|
2023
Q3 | $5.44M | Sell |
35,055
-110
| -0.3% | -$17.1K | 1.97% | 3 |
|
|
2023
Q2 | $6.3M | Sell |
35,165
-13
| -0% | -$2.33K | 2.24% | 3 |
|
|
2023
Q1 | $6.81M | Sell |
35,178
-9
| -0% | -$1.74K | 2.42% | 3 |
|
|
2022
Q4 | $6.12M | Buy |
35,187
+16
| +0% | +$2.78K | 2.35% | 2 |
|
|
2022
Q3 | $5.68M | Hold |
35,171
| – | – | 2.41% | 3 |
|
|
2022
Q2 | $6.42M | Sell |
35,171
-3
| -0% | -$548 | 2.58% | 2 |
|
|
2022
Q1 | $7.27M | Sell |
35,174
-1
| -0% | -$207 | 2.65% | 3 |
|
|
2021
Q4 | $7.54M | Buy |
35,175
+49
| +0.1% | +$10.5K | 2.72% | 3 |
|
|
2021
Q3 | $6.38M | Hold |
35,126
| – | – | 2.56% | 3 |
|
|
2021
Q2 | $7.38M | Buy |
35,126
+601
| +2% | +$126K | 3.14% | 2 |
|
|
2021
Q1 | $5.91M | Sell |
34,525
-28
| -0.1% | -$4.8K | 3.08% | 1 |
|
|
2020
Q4 | $5.82M | Buy |
34,553
+13
| +0% | +$2.19K | 3.48% | 1 |
|
|
2020
Q3 | $5.76M | Sell |
34,540
-8,011
| -19% | -$1.33M | 4.3% | 1 |
|
|
2020
Q2 | $4.73M | Buy |
42,551
+1
| +0% | +$111 | 3.72% | 1 |
|
|
2020
Q1 | $3.98M | Sell |
42,550
-31
| -0.1% | -$2.9K | 4.11% | 1 |
|
|
2019
Q4 | $4.98M | Buy |
42,581
+33
| +0.1% | +$3.86K | 3.8% | 1 |
|
|
2019
Q3 | $5.1M | Sell |
42,548
-14,174
| -25% | -$1.7M | 4.21% | 1 |
|
|
2019
Q2 | $5.86M | Buy |
56,722
+1
| +0% | +$103 | 4.96% | 1 |
|
|
2019
Q1 | $6.4M | Sell |
56,721
-25
| -0% | -$2.82K | 5.82% | 1 |
|
|
2018
Q4 | $5.53M | Buy |
+56,746
| New | +$5.53M | 6.11% | 1 |
|