AssetMark Inc’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 | $7.08M | Sell |
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|
2025
Q1 | $10.3M | Sell |
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|
2024
Q4 | $12.6M | Buy |
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|
2024
Q3 | $11M | Buy |
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|
2024
Q2 | $10.4M | Buy |
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|
2024
Q1 | $9.75M | Buy |
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|
2023
Q4 | $9.8M | Buy |
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|
2023
Q3 | $8.09M | Buy |
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|
2023
Q2 | $7.96M | Buy |
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|
2023
Q1 | $6.91M | Buy |
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|
2022
Q4 | $5.08M | Buy |
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|
2022
Q3 | $3.31M | Buy |
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|
2022
Q2 | $2.91M | Sell |
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|
2022
Q1 | $3.61M | Buy |
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|
2021
Q4 | $979K | Buy |
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|
2021
Q3 | $678K | Buy |
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|
2021
Q2 | $663K | Sell |
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|
2021
Q1 | $607K | Buy |
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|
2020
Q4 | $477K | Sell |
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|
2020
Q3 | $481K | Buy |
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|
2020
Q2 | $282K | Sell |
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|
2020
Q1 | $270K | Buy |
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|
2019
Q4 | $335K | Sell |
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|
2019
Q3 | $405K | Buy |
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|
2019
Q2 | $313K | Sell |
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|
2019
Q1 | $341K | Sell |
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|
2018
Q4 | $322K | Sell |
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|
2018
Q3 | $2.22M | Sell |
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|
2018
Q2 | $2.16M | Sell |
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|
2018
Q1 | $2.17M | Sell |
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|
2017
Q4 | $2.93M | Buy |
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|
2017
Q3 | $2.9M | Sell |
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|
2017
Q2 | $2.95M | Sell |
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|
2017
Q1 | $2.9M | Sell |
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|
2016
Q4 | $3.19M | Buy |
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|
2016
Q3 | $3.02M | Sell |
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|
2016
Q2 | $3.09M | Buy |
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|
2016
Q1 | $3M | Buy |
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|
2015
Q4 | $2.71M | Buy |
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|
2015
Q3 | $21K | Buy |
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|
2015
Q2 | $11K | Buy |
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