Wright Investors Service’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 | $793K | Buy |
7,861
+104
| +1% | +$10.5K | 0.24% | 93 |
|
|
2025
Q1 | $853K | Sell |
7,757
-2,818
| -27% | -$310K | 0.28% | 81 |
|
|
2024
Q4 | $1.33M | Sell |
10,575
-7,986
| -43% | -$1.01M | 0.43% | 61 |
|
|
2024
Q3 | $2.53M | Sell |
18,561
-270
| -1% | -$36.8K | 0.66% | 42 |
|
|
2024
Q2 | $2.58M | Buy |
18,831
+213
| +1% | +$29.1K | 0.68% | 46 |
|
|
2024
Q1 | $2.77M | Buy |
18,618
+422
| +2% | +$62.7K | 0.7% | 46 |
|
|
2023
Q4 | $2.86M | Sell |
18,196
-2,424
| -12% | -$381K | 0.81% | 42 |
|
|
2023
Q3 | $3.21M | Buy |
20,620
+6,190
| +43% | +$965K | 0.93% | 38 |
|
|
2023
Q2 | $2.59M | Sell |
14,430
-15,942
| -52% | -$2.86M | 0.73% | 49 |
|
|
2023
Q1 | $5.89M | Sell |
30,372
-725
| -2% | -$141K | 1.67% | 11 |
|
|
2022
Q4 | $5.41M | Buy |
31,097
+3,204
| +11% | +$557K | 1.55% | 14 |
|
|
2022
Q3 | $4.51M | Buy |
27,893
+6,483
| +30% | +$1.05M | 1.42% | 15 |
|
|
2022
Q2 | $3.91M | Buy |
21,410
+14,363
| +204% | +$2.62M | 1.12% | 23 |
|
|
2022
Q1 | $1.51M | Sell |
7,047
-2,091
| -23% | -$448K | 0.38% | 84 |
|
|
2021
Q4 | $1.96M | Buy |
+9,138
| New | +$1.96M | 0.5% | 68 |
|