WhitTier Trust Company’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 | $548K | Sell |
5,431
-1,491
| -22% | -$150K | 0.01% | 387 |
|
|
2025
Q1 | $761K | Sell |
6,922
-746
| -10% | -$82K | 0.02% | 329 |
|
|
2024
Q4 | $967K | Sell |
7,668
-845
| -10% | -$107K | 0.02% | 295 |
|
|
2024
Q3 | $1.16M | Sell |
8,513
-685
| -7% | -$93.4K | 0.03% | 278 |
|
|
2024
Q2 | $1.26M | Sell |
9,198
-3,040
| -25% | -$416K | 0.04% | 258 |
|
|
2024
Q1 | $1.82M | Sell |
12,238
-1,343
| -10% | -$200K | 0.05% | 232 |
|
|
2023
Q4 | $2.14M | Buy |
13,581
+1,459
| +12% | +$229K | 0.07% | 211 |
|
|
2023
Q3 | $1.89M | Sell |
12,122
-161
| -1% | -$25.1K | 0.07% | 214 |
|
|
2023
Q2 | $2.2M | Sell |
12,283
-1,607
| -12% | -$288K | 0.07% | 203 |
|
|
2023
Q1 | $2.69M | Sell |
13,890
-1,286
| -8% | -$249K | 0.1% | 169 |
|
|
2022
Q4 | $2.64M | Buy |
15,176
+97
| +0.6% | +$16.9K | 0.1% | 172 |
|
|
2022
Q3 | $2.44M | Buy |
15,079
+1,358
| +10% | +$219K | 0.1% | 176 |
|
|
2022
Q2 | $2.51M | Buy |
13,721
+179
| +1% | +$32.7K | 0.1% | 174 |
|
|
2022
Q1 | $2.91M | Buy |
13,542
+403
| +3% | +$86.5K | 0.11% | 167 |
|
|
2021
Q4 | $2.82M | Buy |
13,139
+143
| +1% | +$30.6K | 0.1% | 168 |
|
|
2021
Q3 | $2.37M | Buy |
12,996
+90
| +0.7% | +$16.4K | 0.1% | 176 |
|
|
2021
Q2 | $2.68M | Sell |
12,906
-23
| -0.2% | -$4.78K | 0.11% | 158 |
|
|
2021
Q1 | $2.2M | Buy |
12,929
+626
| +5% | +$106K | 0.1% | 173 |
|
|
2020
Q4 | $2.07M | Buy |
12,303
+5
| +0% | +$842 | 0.1% | 168 |
|
|
2020
Q3 | $2.05M | Sell |
12,298
-888
| -7% | -$148K | 0.12% | 154 |
|
|
2020
Q2 | $1.47M | Sell |
13,186
-128
| -1% | -$14.2K | 0.09% | 177 |
|
|
2020
Q1 | $1.24M | Sell |
13,314
-205
| -2% | -$19.2K | 0.1% | 173 |
|
|
2019
Q4 | $1.58M | Buy |
13,519
+106
| +0.8% | +$12.4K | 0.1% | 167 |
|
|
2019
Q3 | $1.61M | Buy |
13,413
+969
| +8% | +$116K | 0.11% | 157 |
|
|
2019
Q2 | $1.29M | Sell |
12,444
-972
| -7% | -$100K | 0.09% | 175 |
|
|
2019
Q1 | $1.5M | Sell |
13,416
-1,026
| -7% | -$115K | 0.11% | 158 |
|
|
2018
Q4 | $1.41M | Sell |
14,442
-55
| -0.4% | -$5.37K | 0.12% | 155 |
|
|
2018
Q3 | $1.69M | Sell |
14,497
-1,180
| -8% | -$138K | 0.12% | 150 |
|
|
2018
Q2 | $1.67M | Sell |
15,677
-1,173
| -7% | -$125K | 0.13% | 150 |
|
|
2018
Q1 | $1.76M | Sell |
16,850
-428
| -2% | -$44.8K | 0.14% | 143 |
|
|
2017
Q4 | $2.06M | Sell |
17,278
-1,534
| -8% | -$183K | 0.18% | 126 |
|
|
2017
Q3 | $2.26M | Sell |
18,812
-1
| -0% | -$120 | 0.21% | 111 |
|
|
2017
Q2 | $2.08M | Sell |
18,813
-724
| -4% | -$80K | 0.2% | 120 |
|
|
2017
Q1 | $2.1M | Buy |
19,537
+5,541
| +40% | +$595K | 0.21% | 116 |
|
|
2016
Q4 | $1.61M | Sell |
13,996
-186
| -1% | -$21.3K | 0.17% | 129 |
|
|
2016
Q3 | $1.55M | Sell |
14,182
-536
| -4% | -$58.6K | 0.18% | 124 |
|
|
2016
Q2 | $1.59M | Sell |
14,718
-663
| -4% | -$71.4K | 0.18% | 126 |
|
|
2016
Q1 | $1.62M | Sell |
15,381
-845
| -5% | -$89.1K | 0.19% | 123 |
|
|
2015
Q4 | $1.56M | Sell |
16,226
-1,740
| -10% | -$168K | 0.18% | 132 |
|
|
2015
Q3 | $1.77M | Sell |
17,966
-2,410
| -12% | -$238K | 0.22% | 109 |
|
|
2015
Q2 | $1.98M | Sell |
20,376
-216
| -1% | -$20.9K | 0.22% | 108 |
|
|
2015
Q1 | $2M | Buy |
20,592
+689
| +3% | +$66.8K | 0.22% | 108 |
|
|
2014
Q4 | $2.21M | Buy |
19,903
+7
| +0% | +$778 | 0.25% | 96 |
|
|
2014
Q3 | $1.96M | Sell |
19,896
-122
| -0.6% | -$12K | 0.22% | 105 |
|
|
2014
Q2 | $2.06M | Buy |
20,018
+1,624
| +9% | +$167K | 0.23% | 100 |
|
|
2014
Q1 | $1.79M | Buy |
18,394
+2,426
| +15% | +$236K | 0.21% | 109 |
|
|
2013
Q4 | $1.68M | Buy |
15,968
+702
| +5% | +$73.8K | 0.2% | 108 |
|
|
2013
Q3 | $1.4M | Sell |
15,266
-1,135
| -7% | -$104K | 0.19% | 114 |
|
|
2013
Q2 | $1.42M | Buy |
+16,401
| New | +$1.42M | 0.2% | 107 |
|