Wilson & Boucher Capital Management’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 | $366K | Sell |
3,630
-675
| -16% | -$68.1K | 0.26% | 87 |
|
|
2025
Q1 | $474K | Sell |
4,305
-350
| -8% | -$38.5K | 0.35% | 77 |
|
|
2024
Q4 | $587K | Hold |
4,655
| – | – | 0.42% | 65 |
|
|
2024
Q3 | $635K | Sell |
4,655
-106
| -2% | -$14.5K | 0.44% | 61 |
|
|
2024
Q2 | $652K | Sell |
4,761
-255
| -5% | -$34.9K | 0.5% | 58 |
|
|
2024
Q1 | $746K | Sell |
5,016
-674
| -12% | -$100K | 0.59% | 54 |
|
|
2023
Q4 | $895K | Sell |
5,690
-86
| -1% | -$13.5K | 0.75% | 40 |
|
|
2023
Q3 | $900K | Hold |
5,776
| – | – | 0.86% | 36 |
|
|
2023
Q2 | $1.04M | Sell |
5,776
-25
| -0.4% | -$4.48K | 0.93% | 32 |
|
|
2023
Q1 | $1.13M | Buy |
5,801
+21
| +0.4% | +$4.07K | 1.08% | 28 |
|
|
2022
Q4 | $1M | Hold |
5,780
| – | – | 1.03% | 31 |
|
|
2022
Q3 | $934K | Hold |
5,780
| – | – | 1.09% | 31 |
|
|
2022
Q2 | $1.06M | Sell |
5,780
-30
| -0.5% | -$5.48K | 1.16% | 28 |
|
|
2022
Q1 | $1.25M | Buy |
5,810
+145
| +3% | +$31.1K | 1.13% | 27 |
|
|
2021
Q4 | $1.21M | Buy |
+5,665
| New | +$1.21M | 1.09% | 30 |
|