Woodley Farra Manion Portfolio 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 | $2.33M | Buy |
23,123
+656
| +3% | +$66.2K | 0.11% | 59 |
|
|
2025
Q1 | $2.47M | Buy |
22,467
+599
| +3% | +$65.9K | 0.12% | 58 |
|
|
2024
Q4 | $2.76M | Buy |
21,868
+950
| +5% | +$120K | 0.14% | 57 |
|
|
2024
Q3 | $2.85M | Sell |
20,918
-93
| -0.4% | -$12.7K | 0.14% | 57 |
|
|
2024
Q2 | $2.88M | Sell |
21,011
-4,214
| -17% | -$577K | 0.16% | 55 |
|
|
2024
Q1 | $3.75M | Buy |
25,225
+15,072
| +148% | +$2.24M | 0.21% | 49 |
|
|
2023
Q4 | $1.6M | Sell |
10,153
-225
| -2% | -$35.4K | 0.1% | 60 |
|
|
2023
Q3 | $1.62M | Buy |
+10,378
| New | +$1.62M | 0.11% | 59 |
|
|
2020
Q3 | – | Sell |
-158
| Closed | -$18K | – | 374 |
|
|
2020
Q2 | $18K | Hold |
158
| – | – | ﹤0.01% | 237 |
|
|
2020
Q1 | $15K | Hold |
158
| – | – | ﹤0.01% | 252 |
|
|
2019
Q4 | $18K | Buy |
+158
| New | +$18K | ﹤0.01% | 248 |
|