Wellington Shields Capital Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158K | Hold |
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|
2025
Q1 | $172K | Hold |
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|
2024
Q4 | $197K | Hold |
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|
2024
Q3 | $213K | Hold |
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|
2024
Q2 | $214K | Hold |
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|
2024
Q1 | $232K | Hold |
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|
2023
Q4 | $246K | Sell |
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|
2023
Q3 | $277K | Hold |
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|
2023
Q2 | $319K | Hold |
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|
2023
Q1 | $345K | Hold |
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|
2022
Q4 | $309K | Hold |
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|
2022
Q3 | $287K | Hold |
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|
2022
Q2 | $324K | Hold |
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|
2022
Q1 | $381K | Buy |
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|
2021
Q4 | $381K | Hold |
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|
2021
Q3 | $324K | Hold |
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|
2021
Q2 | $370K | Sell |
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|
2021
Q1 | $305K | Hold |
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|
2020
Q4 | $302K | Buy |
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|
2020
Q3 | $294K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Hold |
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|
2019
Q3 | $211K | Sell |
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|
2019
Q2 | $265K | Hold |
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|
2019
Q1 | $286K | Hold |
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|
2018
Q4 | $250K | Sell |
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|
2018
Q3 | $393K | Sell |
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|
2018
Q2 | $516K | Sell |
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|
2018
Q1 | $519K | Buy |
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|
2017
Q4 | $305K | Hold |
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|
2017
Q3 | $308K | Sell |
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|
2017
Q2 | $339K | Hold |
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|
2017
Q1 | $329K | Hold |
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|
2016
Q4 | $351K | Sell |
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|
2016
Q3 | $351K | Hold |
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|
2016
Q2 | $346K | Sell |
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|
2016
Q1 | $761K | Hold |
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|
2015
Q4 | $694K | Hold |
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|
2015
Q3 | $712K | Hold |
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|
2015
Q2 | $699K | Buy |
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|
2015
Q1 | $334K | Sell |
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|
2014
Q4 | $402K | Hold |
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|
2014
Q3 | $355K | Hold |
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|
2014
Q2 | $371K | Hold |
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|
2014
Q1 | $352K | Buy |
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|
2013
Q4 | $359K | Sell |
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|
2013
Q3 | $494K | Hold |
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|
2013
Q2 | $468K | Buy |
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