Access Financial Services’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,025
| Closed | -$1.01M | – | 115 |
|
|
2024
Q4 | $1.01M | Sell |
8,025
-807
| -9% | -$106K | 0.45% | 59 |
|
|
2024
Q3 | $1.2M | Sell |
8,832
-750
| -8% | -$98.5K | 0.55% | 54 |
|
|
2024
Q2 | $1.31M | Sell |
9,582
-21
| -0.2% | -$3.01K | 0.6% | 51 |
|
|
2024
Q1 | $1.43M | Sell |
9,603
-24
| -0.2% | -$3.65K | 0.64% | 51 |
|
|
2023
Q4 | $1.51M | Sell |
9,627
-51
| -0.5% | -$7.71K | 0.78% | 34 |
|
|
2023
Q3 | $1.51M | Sell |
9,678
-13
| -0.1% | -$2.24K | 0.9% | 31 |
|
|
2023
Q2 | $1.74M | Buy |
9,691
+501
| +5% | +$89K | 1.01% | 22 |
|
|
2023
Q1 | $1.78M | Sell |
9,190
-689
| -7% | -$126K | 1.08% | 19 |
|
|
2022
Q4 | $1.72M | Buy |
9,879
+2,305
| +30% | +$399K | 1.05% | 16 |
|
|
2022
Q3 | $1.22M | Sell |
7,574
-1,263
| -14% | -$239K | 0.79% | 33 |
|
|
2022
Q2 | $1.61M | Buy |
8,837
+673
| +8% | +$123K | 0.92% | 20 |
|
|
2022
Q1 | $1.75M | Sell |
8,164
-49
| -0.6% | -$10.4K | 0.83% | 28 |
|
|
2021
Q4 | $1.76M | Sell |
8,213
-991
| -11% | -$202K | 0.79% | 39 |
|
|
2021
Q3 | $1.68M | Sell |
9,204
-843
| -8% | -$166K | 0.76% | 39 |
|
|
2021
Q2 | $2.09M | Sell |
10,047
-3,526
| -26% | -$705K | 0.97% | 21 |
|
|
2021
Q1 | $2.31M | Sell |
13,573
-454
| -3% | -$73.4K | 1.08% | 20 |
|
|
2020
Q4 | $2.36M | Sell |
14,027
-707
| -5% | -$119K | 1.16% | 19 |
|
|
2020
Q3 | $2.46M | Sell |
14,734
-4,023
| -21% | -$586K | 1.33% | 17 |
|
|
2020
Q2 | $2.08M | Buy |
18,757
+8,685
| +86% | +$867K | 1.37% | 18 |
|
|
2020
Q1 | $941K | Sell |
10,072
-3,506
| -26% | -$363K | 0.75% | 33 |
|
|
2019
Q4 | $1.59M | Sell |
13,578
-81
| -0.6% | -$9.59K | 0.92% | 32 |
|
|
2019
Q3 | $1.64M | Sell |
13,659
-3,558
| -21% | -$407K | 1.17% | 27 |
|
|
2019
Q2 | $1.78M | Buy |
17,217
+1,291
| +8% | +$134K | 1.36% | 19 |
|
|
2019
Q1 | $1.78M | Buy |
15,926
+2,180
| +16% | +$231K | 1.4% | 18 |
|
|
2018
Q4 | $1.34M | Sell |
13,746
-2,039
| -13% | -$221K | 1.19% | 22 |
|
|
2018
Q3 | $1.84M | Sell |
15,785
-83
| -0.5% | -$9.77K | 1.27% | 13 |
|
|
2018
Q2 | $1.69M | Buy |
15,868
+316
| +2% | +$35.5K | 1.19% | 17 |
|
|
2018
Q1 | $1.63M | Buy |
15,552
+1,141
| +8% | +$132K | 1.2% | 18 |
|
|
2017
Q4 | $1.72M | Sell |
14,411
-190
| -1% | -$22.3K | 1.18% | 20 |
|
|
2017
Q3 | $1.75M | Buy |
14,601
+46
| +0.3% | +$5.23K | 1.34% | 15 |
|
|
2017
Q2 | $1.61M | Buy |
14,555
+340
| +2% | +$36.3K | 1.32% | 17 |
|
|
2017
Q1 | $1.52M | Buy |
14,215
+4,295
| +43% | +$469K | 1.29% | 15 |
|
|
2016
Q4 | $1.14M | Buy |
+9,920
| New | +$1.12M | 1.03% | 24 |
|
Other funds holding UPS
Access Financial Services's UPS Position: Q1 2025 in Review
Access Financial Services sold out of United Parcel Service (UPS) in Q1 2025, closing a stake of 8,025 shares — an estimated $1.01M sold.
Access Financial Services first reported a position in UPS in Q4 2016 and held it in 33 quarters. The position peaked at $2.46M in Q3 2020. 2,198 funds tracked by Wall St. Rank hold UPS as of Q1 2025.
- Access Financial Services reported no remaining United Parcel Service position as of Q1 2025 after selling out during the quarter.
- Access Financial Services sold 8,025 United Parcel Service shares in Q1 2025, an estimated $1.01M.
- Access Financial Services first reported a position in United Parcel Service in Q4 2016 and held it in 33 quarters.
- Access Financial Services's United Parcel Service position peaked at $2.46M in Q3 2020.
- 2,198 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2025.
Based on Access Financial Services's 13F filing for Q1 2025, filed 17 Apr 2025.