Welch & Forbes’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 | $5.12M | Sell |
50,752
-2,659
| -5% | -$268K | 0.06% | 125 |
|
|
2025
Q1 | $5.87M | Sell |
53,411
-2,438
| -4% | -$268K | 0.08% | 116 |
|
|
2024
Q4 | $7.04M | Sell |
55,849
-5,247
| -9% | -$662K | 0.09% | 107 |
|
|
2024
Q3 | $8.33M | Sell |
61,096
-2,173
| -3% | -$296K | 0.11% | 106 |
|
|
2024
Q2 | $8.51M | Sell |
63,269
-4,670
| -7% | -$628K | 0.11% | 102 |
|
|
2024
Q1 | $10.1M | Sell |
67,939
-1,834
| -3% | -$273K | 0.14% | 95 |
|
|
2023
Q4 | $11M | Sell |
69,773
-723
| -1% | -$114K | 0.17% | 95 |
|
|
2023
Q3 | $11M | Sell |
70,496
-711
| -1% | -$111K | 0.18% | 96 |
|
|
2023
Q2 | $12.8M | Sell |
71,207
-1,173
| -2% | -$210K | 0.2% | 94 |
|
|
2023
Q1 | $14M | Sell |
72,380
-1,419
| -2% | -$275K | 0.24% | 89 |
|
|
2022
Q4 | $12.8M | Buy |
73,799
+1,502
| +2% | +$261K | 0.23% | 91 |
|
|
2022
Q3 | $11.7M | Buy |
72,297
+666
| +0.9% | +$108K | 0.23% | 91 |
|
|
2022
Q2 | $13.1M | Buy |
71,631
+2,977
| +4% | +$543K | 0.24% | 89 |
|
|
2022
Q1 | $14.7M | Buy |
68,654
+2,867
| +4% | +$615K | 0.23% | 88 |
|
|
2021
Q4 | $14.1M | Sell |
65,787
-856
| -1% | -$183K | 0.21% | 92 |
|
|
2021
Q3 | $12.1M | Sell |
66,643
-553
| -0.8% | -$101K | 0.2% | 99 |
|
|
2021
Q2 | $14M | Sell |
67,196
-42
| -0.1% | -$8.73K | 0.24% | 92 |
|
|
2021
Q1 | $11.4M | Sell |
67,238
-1,854
| -3% | -$315K | 0.21% | 100 |
|
|
2020
Q4 | $11.6M | Sell |
69,092
-185
| -0.3% | -$31.2K | 0.23% | 93 |
|
|
2020
Q3 | $11.5M | Sell |
69,277
-1,087
| -2% | -$181K | 0.25% | 88 |
|
|
2020
Q2 | $7.82M | Sell |
70,364
-2,389
| -3% | -$266K | 0.18% | 102 |
|
|
2020
Q1 | $6.8M | Sell |
72,753
-3,587
| -5% | -$335K | 0.19% | 101 |
|
|
2019
Q4 | $8.94M | Buy |
76,340
+1,114
| +1% | +$130K | 0.2% | 104 |
|
|
2019
Q3 | $9.01M | Buy |
75,226
+430
| +0.6% | +$51.5K | 0.22% | 102 |
|
|
2019
Q2 | $7.72M | Sell |
74,796
-2,212
| -3% | -$228K | 0.19% | 105 |
|
|
2019
Q1 | $8.61M | Buy |
77,008
+2,125
| +3% | +$237K | 0.22% | 102 |
|
|
2018
Q4 | $7.3M | Sell |
74,883
-621
| -0.8% | -$60.6K | 0.21% | 107 |
|
|
2018
Q3 | $8.82M | Sell |
75,504
-370
| -0.5% | -$43.2K | 0.21% | 107 |
|
|
2018
Q2 | $8.06M | Sell |
75,874
-2,526
| -3% | -$268K | 0.21% | 106 |
|
|
2018
Q1 | $8.21M | Sell |
78,400
-295
| -0.4% | -$30.9K | 0.21% | 107 |
|
|
2017
Q4 | $9.38M | Sell |
78,695
-1,071
| -1% | -$128K | 0.25% | 96 |
|
|
2017
Q3 | $9.58M | Sell |
79,766
-1,105
| -1% | -$133K | 0.25% | 98 |
|
|
2017
Q2 | $8.94M | Sell |
80,871
-3,120
| -4% | -$345K | 0.25% | 99 |
|
|
2017
Q1 | $9.01M | Buy |
83,991
+715
| +0.9% | +$76.7K | 0.26% | 98 |
|
|
2016
Q4 | $9.55M | Sell |
83,276
-3,221
| -4% | -$369K | 0.29% | 91 |
|
|
2016
Q3 | $9.46M | Sell |
86,497
-136
| -0.2% | -$14.9K | 0.33% | 82 |
|
|
2016
Q2 | $9.33M | Buy |
86,633
+1,395
| +2% | +$150K | 0.28% | 95 |
|
|
2016
Q1 | $8.99M | Sell |
85,238
-3,570
| -4% | -$377K | 0.28% | 98 |
|
|
2015
Q4 | $8.55M | Sell |
88,808
-10,647
| -11% | -$1.02M | 0.27% | 96 |
|
|
2015
Q3 | $9.82M | Sell |
99,455
-7,901
| -7% | -$780K | 0.33% | 88 |
|
|
2015
Q2 | $10.4M | Sell |
107,356
-1,116
| -1% | -$108K | 0.32% | 87 |
|
|
2015
Q1 | $10.5M | Sell |
108,472
-11,679
| -10% | -$1.13M | 0.32% | 90 |
|
|
2014
Q4 | $13.4M | Sell |
120,151
-1,173
| -1% | -$130K | 0.39% | 75 |
|
|
2014
Q3 | $11.9M | Buy |
121,324
+1,746
| +1% | +$172K | 0.36% | 78 |
|
|
2014
Q2 | $12.3M | Buy |
119,578
+1,814
| +2% | +$186K | 0.39% | 76 |
|
|
2014
Q1 | $11.5M | Sell |
117,764
-194
| -0.2% | -$18.9K | 0.36% | 79 |
|
|
2013
Q4 | $12.4M | Sell |
117,958
-147
| -0.1% | -$15.4K | 0.39% | 80 |
|
|
2013
Q3 | $10.8M | Sell |
118,105
-31
| -0% | -$2.83K | 0.36% | 78 |
|
|
2013
Q2 | $10.2M | Buy |
+118,136
| New | +$10.2M | 0.37% | 77 |
|