Wimmer Associates 1’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 | $493K | Hold |
4,881
| – | – | 0.25% | 75 |
|
|
2025
Q1 | $487K | Sell |
4,881
-2,665
| -35% | -$266K | 0.26% | 75 |
|
|
2024
Q4 | $952K | Buy |
7,546
+60
| +0.8% | +$7.57K | 0.47% | 53 |
|
|
2024
Q3 | $1.02M | Sell |
7,486
-3,473
| -32% | -$474K | 0.5% | 48 |
|
|
2024
Q2 | $1.5M | Sell |
10,959
-190
| -2% | -$26K | 0.77% | 34 |
|
|
2024
Q1 | $1.66M | Buy |
11,149
+112
| +1% | +$16.6K | 0.87% | 32 |
|
|
2023
Q4 | $1.74M | Sell |
11,037
-522
| -5% | -$82.1K | 0.98% | 30 |
|
|
2023
Q3 | $1.8M | Sell |
11,559
-106
| -0.9% | -$16.5K | 1.12% | 28 |
|
|
2023
Q2 | $2.09M | Hold |
11,665
| – | – | 1.26% | 25 |
|
|
2023
Q1 | $1.97M | Sell |
11,665
-616
| -5% | -$104K | 1.26% | 26 |
|
|
2022
Q4 | $2.13M | Buy |
12,281
+75
| +0.6% | +$13K | 1.41% | 24 |
|
|
2022
Q3 | $2.05M | Sell |
12,206
-1,393
| -10% | -$234K | 1.36% | 26 |
|
|
2022
Q2 | $2.48M | Buy |
13,599
+449
| +3% | +$81.9K | 1.62% | 19 |
|
|
2022
Q1 | $2.82M | Sell |
13,150
-15
| -0.1% | -$3.22K | 1.57% | 19 |
|
|
2021
Q4 | $2.82M | Sell |
13,165
-66
| -0.5% | -$14.1K | 1.51% | 19 |
|
|
2021
Q3 | $2.41M | Buy |
13,231
+620
| +5% | +$113K | 1.43% | 21 |
|
|
2021
Q2 | $2.62M | Sell |
12,611
-1,075
| -8% | -$224K | 1.54% | 19 |
|
|
2021
Q1 | $2.33M | Buy |
13,686
+1,090
| +9% | +$185K | 1.27% | 23 |
|
|
2020
Q4 | $2.12M | Sell |
12,596
-791
| -6% | -$133K | 1.26% | 21 |
|
|
2020
Q3 | $2.23M | Buy |
13,387
+1,585
| +13% | +$264K | 1.5% | 22 |
|
|
2020
Q2 | $1.88M | Buy |
11,802
+617
| +6% | +$98.4K | 1.46% | 22 |
|
|
2020
Q1 | $1.05M | Sell |
11,185
-3,022
| -21% | -$282K | 0.97% | 32 |
|
|
2019
Q4 | $1.66M | Buy |
14,207
+25
| +0.2% | +$2.93K | 1.33% | 28 |
|
|
2019
Q3 | $1.7M | Sell |
14,182
-250
| -2% | -$30K | 1.48% | 23 |
|
|
2019
Q2 | $1.49M | Sell |
14,432
-460
| -3% | -$47.5K | 1.3% | 26 |
|
|
2019
Q1 | $1.66M | Sell |
14,892
-75
| -0.5% | -$8.38K | 1.48% | 26 |
|
|
2018
Q4 | $1.46M | Sell |
14,967
-960
| -6% | -$93.6K | 1.45% | 27 |
|
|
2018
Q3 | $1.86M | Sell |
15,927
-295
| -2% | -$34.4K | 1.55% | 23 |
|
|
2018
Q2 | $1.72M | Sell |
16,222
-125
| -0.8% | -$13.3K | 1.54% | 23 |
|
|
2018
Q1 | $1.71M | Buy |
16,347
+240
| +1% | +$25.1K | 1.51% | 26 |
|
|
2017
Q4 | $1.92M | Buy |
16,107
+225
| +1% | +$26.8K | 1.73% | 21 |
|
|
2017
Q3 | $1.91M | Sell |
15,882
-736
| -4% | -$88.4K | 1.76% | 19 |
|
|
2017
Q2 | $1.84M | Sell |
16,618
-450
| -3% | -$49.8K | 1.69% | 20 |
|
|
2017
Q1 | $1.83M | Sell |
17,068
-310
| -2% | -$33.3K | 1.71% | 19 |
|
|
2016
Q4 | $1.99M | Buy |
17,378
+3,747
| +27% | +$430K | 1.85% | 18 |
|
|
2016
Q3 | $1.49M | Sell |
13,631
-200
| -1% | -$21.9K | 1.34% | 26 |
|
|
2016
Q2 | $1.49M | Buy |
13,831
+676
| +5% | +$72.8K | 1.33% | 27 |
|
|
2016
Q1 | $1.39M | Buy |
13,155
+1,165
| +10% | +$123K | 1.27% | 27 |
|
|
2015
Q4 | $1.15M | Buy |
+11,990
| New | +$1.15M | 1.21% | 32 |
|