Whittier Trust’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 | $2.05M | Sell |
20,348
-3,111
| -13% | -$314K | 0.02% | 293 |
|
|
2025
Q1 | $2.58M | Sell |
23,459
-5,831
| -20% | -$641K | 0.04% | 251 |
|
|
2024
Q4 | $3.69M | Sell |
29,290
-1,791
| -6% | -$226K | 0.05% | 221 |
|
|
2024
Q3 | $4.24M | Sell |
31,081
-3,196
| -9% | -$436K | 0.06% | 220 |
|
|
2024
Q2 | $4.69M | Sell |
34,277
-2,046
| -6% | -$280K | 0.07% | 200 |
|
|
2024
Q1 | $5.4M | Sell |
36,323
-86
| -0.2% | -$12.8K | 0.08% | 192 |
|
|
2023
Q4 | $5.72M | Sell |
36,409
-376
| -1% | -$59.1K | 0.09% | 182 |
|
|
2023
Q3 | $5.73M | Buy |
36,785
+32
| +0.1% | +$4.99K | 0.1% | 172 |
|
|
2023
Q2 | $6.59M | Sell |
36,753
-1,388
| -4% | -$249K | 0.11% | 159 |
|
|
2023
Q1 | $7.4M | Sell |
38,141
-966
| -2% | -$187K | 0.13% | 151 |
|
|
2022
Q4 | $6.8M | Buy |
39,107
+238
| +0.6% | +$41.4K | 0.13% | 154 |
|
|
2022
Q3 | $6.28M | Buy |
38,869
+2,511
| +7% | +$406K | 0.13% | 155 |
|
|
2022
Q2 | $6.64M | Buy |
36,358
+1,026
| +3% | +$187K | 0.13% | 152 |
|
|
2022
Q1 | $7.58M | Sell |
35,332
-666
| -2% | -$143K | 0.13% | 153 |
|
|
2021
Q4 | $7.72M | Buy |
35,998
+280
| +0.8% | +$60K | 0.13% | 153 |
|
|
2021
Q3 | $6.51M | Buy |
35,718
+592
| +2% | +$108K | 0.12% | 161 |
|
|
2021
Q2 | $7.31M | Sell |
35,126
-8,513
| -20% | -$1.77M | 0.13% | 151 |
|
|
2021
Q1 | $7.42M | Sell |
43,639
-1,287
| -3% | -$219K | 0.14% | 142 |
|
|
2020
Q4 | $7.57M | Sell |
44,926
-5,210
| -10% | -$877K | 0.16% | 126 |
|
|
2020
Q3 | $8.35M | Buy |
50,136
+12,565
| +33% | +$2.09M | 0.2% | 113 |
|
|
2020
Q2 | $4.18M | Sell |
37,571
-6,842
| -15% | -$761K | 0.12% | 161 |
|
|
2020
Q1 | $4.15M | Buy |
44,413
+4,425
| +11% | +$413K | 0.14% | 151 |
|
|
2019
Q4 | $4.68M | Sell |
39,988
-306
| -0.8% | -$35.8K | 0.12% | 165 |
|
|
2019
Q3 | $4.83M | Sell |
40,294
-189
| -0.5% | -$22.6K | 0.14% | 152 |
|
|
2019
Q2 | $4.18M | Sell |
40,483
-342
| -0.8% | -$35.3K | 0.12% | 164 |
|
|
2019
Q1 | $4.56M | Sell |
40,825
-1,697
| -4% | -$190K | 0.14% | 153 |
|
|
2018
Q4 | $4.15M | Buy |
42,522
+86
| +0.2% | +$8.39K | 0.14% | 145 |
|
|
2018
Q3 | $4.95M | Sell |
42,436
-1,764
| -4% | -$206K | 0.15% | 142 |
|
|
2018
Q2 | $4.7M | Sell |
44,200
-1,087
| -2% | -$115K | 0.16% | 141 |
|
|
2018
Q1 | $4.74M | Buy |
45,287
+371
| +0.8% | +$38.8K | 0.16% | 141 |
|
|
2017
Q4 | $5.35M | Sell |
44,916
-8,357
| -16% | -$996K | 0.19% | 130 |
|
|
2017
Q3 | $6.4M | Sell |
53,273
-986
| -2% | -$118K | 0.23% | 116 |
|
|
2017
Q2 | $6M | Sell |
54,259
-259
| -0.5% | -$28.6K | 0.23% | 113 |
|
|
2017
Q1 | $5.85M | Sell |
54,518
-4,058
| -7% | -$435K | 0.24% | 113 |
|
|
2016
Q4 | $6.72M | Sell |
58,576
-889
| -1% | -$102K | 0.29% | 98 |
|
|
2016
Q3 | $6.5M | Sell |
59,465
-179
| -0.3% | -$19.6K | 0.28% | 101 |
|
|
2016
Q2 | $6.42M | Sell |
59,644
-2,533
| -4% | -$273K | 0.28% | 100 |
|
|
2016
Q1 | $6.56M | Sell |
62,177
-2,619
| -4% | -$276K | 0.29% | 99 |
|
|
2015
Q4 | $6.24M | Sell |
64,796
-1,252
| -2% | -$120K | 0.28% | 96 |
|
|
2015
Q3 | $6.52M | Sell |
66,048
-977
| -1% | -$96.4K | 0.32% | 86 |
|
|
2015
Q2 | $6.5M | Buy |
67,025
+1,166
| +2% | +$113K | 0.29% | 91 |
|
|
2015
Q1 | $6.39M | Sell |
65,859
-513
| -0.8% | -$49.7K | 0.29% | 95 |
|
|
2014
Q4 | $7.38M | Sell |
66,372
-1,072
| -2% | -$119K | 0.35% | 80 |
|
|
2014
Q3 | $6.63M | Buy |
67,444
+3,577
| +6% | +$352K | 0.32% | 87 |
|
|
2014
Q2 | $6.56M | Sell |
63,867
-1,176
| -2% | -$121K | 0.32% | 86 |
|
|
2014
Q1 | $6.33M | Buy |
65,043
+282
| +0.4% | +$27.5K | 0.32% | 89 |
|
|
2013
Q4 | $6.81M | Sell |
64,761
-216
| -0.3% | -$22.7K | 0.35% | 83 |
|
|
2013
Q3 | $5.94M | Buy |
64,977
+2,809
| +5% | +$257K | 0.32% | 91 |
|
|
2013
Q2 | $5.38M | Buy |
+62,168
| New | +$5.38M | 0.3% | 91 |
|