Allworth Financial’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
Q2 | $19.1M | Buy |
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|
2025
Q1 | $14.7M | Buy |
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|
2024
Q4 | $19.1M | Buy |
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|
2024
Q3 | $19.2M | Buy |
|
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|
2024
Q2 | $20M | Buy |
|
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|
2024
Q1 | $3.34M | Buy |
|
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|
2023
Q4 | $3.17M | Sell |
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|
2023
Q3 | $3.3M | Buy |
|
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|
2023
Q2 | $2.85M | Sell |
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|
2023
Q1 | $3.14M | Buy |
|
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|
2022
Q4 | $2.74M | Sell |
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|
2022
Q3 | $2.74M | Buy |
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|
2022
Q2 | $3.01M | Buy |
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|
2022
Q1 | $1.76M | Buy |
|
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|
2021
Q4 | $1.39M | Buy |
|
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|
2021
Q3 | $1.11M | Buy |
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|
2021
Q2 | $263K | Buy |
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|
2021
Q1 | $170K | Buy |
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|
2020
Q4 | $139K | Buy |
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|
2020
Q3 | $135K | Buy |
|
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|
2020
Q2 | $82K | Buy |
|
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|
2020
Q1 | $69K | Buy |
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|
2019
Q4 | $86K | Buy |
|
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|
2019
Q3 | $73K | Buy |
|
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|
2019
Q2 | $52K | Buy |
|
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|
2019
Q1 | $56K | Buy |
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|
2018
Q4 | $47K | Buy |
|
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|
2018
Q3 | $48K | Sell |
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|
2018
Q2 | $49K | Buy |
|
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|
2018
Q1 | $40K | Buy |
|
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|
2017
Q4 | $9K | Sell |
|
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|
2017
Q3 | $27K | Hold |
|
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|
2017
Q2 | $25K | Sell |
|
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|
2017
Q1 | $26K | Sell |
|
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|
2016
Q4 | $39K | Hold |
|
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|
2016
Q3 | $37K | Hold |
|
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|
2016
Q2 | $36K | Sell |
|
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|
2016
Q1 | $57K | Buy |
|
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|
2015
Q4 | $32K | Hold |
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|
2015
Q3 | $33K | Buy |
|
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|
2015
Q2 | $12K | Hold |
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|
2015
Q1 | $12K | Buy |
|