Wilkins Investment Counsel’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 | $16.9M | Buy |
167,720
+21,035
| +14% | +$2.12M | 2.4% | 15 |
|
|
2025
Q1 | $16.1M | Buy |
146,685
+23,057
| +19% | +$2.54M | 2.31% | 16 |
|
|
2024
Q4 | $15.6M | Buy |
123,628
+7,080
| +6% | +$893K | 2.25% | 19 |
|
|
2024
Q3 | $15.9M | Buy |
116,548
+25,132
| +27% | +$3.43M | 2.2% | 15 |
|
|
2024
Q2 | $12.5M | Buy |
91,416
+5,690
| +7% | +$779K | 1.87% | 23 |
|
|
2024
Q1 | $12.7M | Buy |
85,726
+25,170
| +42% | +$3.74M | 1.86% | 25 |
|
|
2023
Q4 | $9.52M | Sell |
60,556
-100
| -0.2% | -$15.7K | 2.32% | 21 |
|
|
2023
Q3 | $9.45M | Sell |
60,656
-500
| -0.8% | -$77.9K | 2.56% | 18 |
|
|
2023
Q2 | $11M | Sell |
61,156
-39
| -0.1% | -$6.99K | 2.86% | 12 |
|
|
2023
Q1 | $11.9M | Sell |
61,195
-892
| -1% | -$173K | 3.12% | 8 |
|
|
2022
Q4 | $10.8M | Hold |
62,087
| – | – | 2.84% | 11 |
|
|
2022
Q3 | $10M | Sell |
62,087
-215
| -0.3% | -$34.7K | 2.93% | 10 |
|
|
2022
Q2 | $11.4M | Sell |
62,302
-1,350
| -2% | -$246K | 3.02% | 8 |
|
|
2022
Q1 | $13.7M | Sell |
63,652
-635
| -1% | -$136K | 3.08% | 7 |
|
|
2021
Q4 | $13.8M | Sell |
64,287
-600
| -0.9% | -$129K | 3.04% | 7 |
|
|
2021
Q3 | $11.8M | Sell |
64,887
-1,000
| -2% | -$182K | 2.89% | 9 |
|
|
2021
Q2 | $13.7M | Sell |
65,887
-850
| -1% | -$177K | 3.37% | 6 |
|
|
2021
Q1 | $11.3M | Sell |
66,737
-1,010
| -1% | -$172K | 2.94% | 10 |
|
|
2020
Q4 | $11.4M | Sell |
67,747
-2,975
| -4% | -$501K | 3.16% | 9 |
|
|
2020
Q3 | $11.8M | Sell |
70,722
-955
| -1% | -$159K | 3.51% | 5 |
|
|
2020
Q2 | $7.97M | Buy |
71,677
+203
| +0.3% | +$22.6K | 2.52% | 17 |
|
|
2020
Q1 | $6.68M | Buy |
71,474
+2,877
| +4% | +$269K | 2.44% | 17 |
|
|
2019
Q4 | $8.03M | Buy |
68,597
+350
| +0.5% | +$41K | 2.28% | 19 |
|
|
2019
Q3 | $8.18M | Sell |
68,247
-800
| -1% | -$95.9K | 2.46% | 17 |
|
|
2019
Q2 | $7.13M | Buy |
69,047
+275
| +0.4% | +$28.4K | 2.14% | 22 |
|
|
2019
Q1 | $7.69M | Buy |
68,772
+1,000
| +1% | +$112K | 2.32% | 19 |
|
|
2018
Q4 | $6.61M | Buy |
67,772
+897
| +1% | +$87.5K | 2.19% | 19 |
|
|
2018
Q3 | $7.81M | Sell |
66,875
-1,000
| -1% | -$117K | 2.34% | 19 |
|
|
2018
Q2 | $7.21M | Sell |
67,875
-1,450
| -2% | -$154K | 2.27% | 21 |
|
|
2018
Q1 | $7.26M | Sell |
69,325
-450
| -0.6% | -$47.1K | 2.29% | 20 |
|
|
2017
Q4 | $8.31M | Sell |
69,775
-1,900
| -3% | -$226K | 2.48% | 17 |
|
|
2017
Q3 | $8.61M | Hold |
71,675
| – | – | 2.62% | 15 |
|
|
2017
Q2 | $7.93M | Hold |
71,675
| – | – | 2.52% | 16 |
|
|
2017
Q1 | $7.69M | Sell |
71,675
-275
| -0.4% | -$29.5K | 2.46% | 18 |
|
|
2016
Q4 | $8.25M | Buy |
71,950
+1,660
| +2% | +$190K | 2.63% | 16 |
|
|
2016
Q3 | $7.69M | Sell |
70,290
-160
| -0.2% | -$17.5K | 2.58% | 15 |
|
|
2016
Q2 | $7.59M | Sell |
70,450
-800
| -1% | -$86.2K | 2.57% | 18 |
|
|
2016
Q1 | $7.52M | Buy |
71,250
+2,202
| +3% | +$232K | 2.76% | 13 |
|
|
2015
Q4 | $6.64M | Sell |
69,048
-2,352
| -3% | -$226K | 2.5% | 16 |
|
|
2015
Q3 | $7.05M | Hold |
71,400
| – | – | 2.7% | 14 |
|
|
2015
Q2 | $6.92M | Sell |
71,400
-1,400
| -2% | -$136K | 2.52% | 17 |
|
|
2015
Q1 | $7.06M | Sell |
72,800
-1,000
| -1% | -$96.9K | 2.49% | 17 |
|
|
2014
Q4 | $8.2M | Buy |
73,800
+800
| +1% | +$88.9K | 2.85% | 10 |
|
|
2014
Q3 | $7.18M | Sell |
73,000
-700
| -0.9% | -$68.8K | 2.56% | 17 |
|
|
2014
Q2 | $7.57M | Buy |
73,700
+1,375
| +2% | +$141K | 2.67% | 14 |
|
|
2014
Q1 | $7.04M | Sell |
72,325
-2,050
| -3% | -$200K | 2.6% | 16 |
|
|
2013
Q4 | $7.82M | Sell |
74,375
-1,850
| -2% | -$194K | 3.25% | 10 |
|
|
2013
Q3 | $6.97M | Sell |
76,225
-1,400
| -2% | -$128K | 3.18% | 11 |
|
|
2013
Q2 | $6.71M | Buy |
+77,625
| New | +$6.71M | 3.11% | 11 |
|