AllSquare Wealth Management’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
Q3 | $8.69K | Hold |
104
| – | – | ﹤0.01% | 394 |
|
|
2025
Q2 | $10.5K | Hold |
104
| – | – | 0.01% | 376 |
|
|
2025
Q1 | $11.4K | Hold |
104
| – | – | 0.01% | 364 |
|
|
2024
Q4 | $13.1K | Hold |
104
| – | – | 0.01% | 353 |
|
|
2024
Q3 | $14.2K | Hold |
104
| – | – | 0.01% | 346 |
|
|
2024
Q2 | $14.2K | Hold |
104
| – | – | 0.01% | 340 |
|
|
2024
Q1 | $15.5K | Hold |
104
| – | – | 0.01% | 336 |
|
|
2023
Q4 | $16.4K | Hold |
104
| – | – | 0.01% | 318 |
|
|
2023
Q3 | $16.2K | Hold |
104
| – | – | 0.01% | 317 |
|
|
2023
Q2 | $17.7K | Hold |
104
| – | – | 0.01% | 313 |
|
|
2023
Q1 | $20.2K | Hold |
104
| – | – | 0.01% | 300 |
|
|
2022
Q4 | $18.1K | Hold |
104
| – | – | 0.01% | 300 |
|
|
2022
Q3 | $17K | Hold |
104
| – | – | 0.01% | 295 |
|
|
2022
Q2 | $19K | Hold |
104
| – | – | 0.01% | 294 |
|
|
2022
Q1 | $22K | Buy |
104
+4
| +4% | +$850 | 0.01% | 309 |
|
|
2021
Q4 | $21K | Hold |
100
| – | – | 0.01% | 318 |
|
|
2021
Q3 | $18K | Hold |
100
| – | – | 0.01% | 321 |
|
|
2021
Q2 | $21K | Hold |
100
| – | – | 0.01% | 318 |
|
|
2021
Q1 | $17K | Hold |
100
| – | – | 0.01% | 331 |
|
|
2020
Q4 | $17K | Hold |
100
| – | – | 0.01% | 300 |
|
|
2020
Q3 | $17K | Hold |
100
| – | – | 0.01% | 281 |
|
|
2020
Q2 | $11K | Hold |
100
| – | – | 0.01% | 328 |
|
|
2020
Q1 | $9K | Hold |
100
| – | – | 0.01% | 323 |
|
|
2019
Q4 | $12K | Hold |
100
| – | – | 0.01% | 311 |
|
|
2019
Q3 | $12K | Hold |
100
| – | – | 0.01% | 305 |
|
|
2019
Q2 | $10K | Sell |
100
-80
| -44% | -$8.32K | 0.01% | 339 |
|
|
2019
Q1 | $20K | Hold |
180
| – | – | 0.02% | 262 |
|
|
2018
Q4 | $18K | Hold |
180
| – | – | 0.01% | 258 |
|
|
2018
Q3 | $21K | Hold |
180
| – | – | 0.02% | 271 |
|
|
2018
Q2 | $19K | Buy |
180
+80
| +80% | +$8.99K | 0.01% | 281 |
|
|
2018
Q1 | $10K | Sell |
100
-14
| -12% | -$1.62K | 0.01% | 280 |
|
|
2017
Q4 | $14K | Buy |
114
+14
| +14% | +$1.65K | 0.01% | 264 |
|
|
2017
Q3 | $12K | Buy |
+100
| New | +$11.4K | 0.01% | 260 |
|
|
2017
Q2 | – | Sell |
-100
| Closed | -$11K | – | 354 |
|
|
2017
Q1 | $11K | Hold |
100
| – | – | 0.01% | 258 |
|
|
2016
Q4 | $11K | Hold |
100
| – | – | 0.01% | 227 |
|
|
2016
Q3 | $11K | Hold |
100
| – | – | 0.01% | 212 |
|
|
2016
Q2 | $11K | Hold |
100
| – | – | 0.01% | 207 |
|
|
2016
Q1 | $11K | Hold |
100
| – | – | 0.01% | 208 |
|
|
2015
Q4 | $10K | Hold |
100
| – | – | 0.01% | 212 |
|
|
2015
Q3 | $10K | Hold |
100
| – | – | 0.01% | 221 |
|
|
2015
Q2 | $10K | Hold |
100
| – | – | 0.01% | 226 |
|
|
2015
Q1 | $10K | Hold |
100
| – | – | 0.01% | 233 |
|
|
2014
Q4 | $11K | Buy |
+100
| New | +$10.6K | 0.01% | 223 |
|
Other funds holding UPS
AllSquare Wealth Management's UPS Position: Q3 2025 in Review
AllSquare Wealth Management held its United Parcel Service (UPS) position steady in Q3 2025 at 104 shares worth $8.69K. The position accounts for ﹤0.01% of the portfolio, ranked #394.
AllSquare Wealth Management first reported a position in UPS in Q4 2014 and has held it in 43 quarters since. The position peaked at $22K in Q1 2022. 1,942 funds tracked by Wall St. Rank hold UPS as of Q3 2025.
- AllSquare Wealth Management held 104 shares of United Parcel Service worth $8.69K as of Q3 2025.
- AllSquare Wealth Management left its United Parcel Service share count unchanged in Q3 2025.
- United Parcel Service made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #394 holding.
- AllSquare Wealth Management first reported a position in United Parcel Service in Q4 2014 and has held it in 43 quarters since.
- AllSquare Wealth Management's United Parcel Service position peaked at $22K in Q1 2022.
- 1,942 funds tracked by Wall St. Rank held United Parcel Service as of Q3 2025.
Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.