Bailard’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 | $2.25M | Buy |
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|
2025
Q1 | $2.25M | Sell |
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|
2024
Q4 | $3.01M | Sell |
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|
2024
Q3 | $3.44M | Sell |
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|
2024
Q2 | $5.83M | Sell |
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|
2024
Q1 | $9.26M | Sell |
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|
2023
Q4 | $9.81M | Buy |
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|
2023
Q3 | $8.24M | Buy |
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|
2023
Q2 | $2.08M | Sell |
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|
2023
Q1 | $2.5M | Sell |
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|
2022
Q4 | $2.28M | Sell |
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|
2022
Q3 | $2.17M | Buy |
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|
2022
Q2 | $2.44M | Buy |
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|
2022
Q1 | $835K | Buy |
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|
2021
Q4 | $828K | Buy |
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|
2021
Q3 | $545K | Hold |
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|
2021
Q2 | $622K | Hold |
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|
2021
Q1 | $508K | Buy |
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|
2020
Q4 | $485K | Sell |
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|
2020
Q3 | $553K | Sell |
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|
2020
Q2 | $396K | Buy |
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|
2020
Q1 | $297K | Sell |
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|
2019
Q4 | $446K | Buy |
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|
2019
Q3 | $417K | Hold |
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|
2019
Q2 | $359K | Sell |
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|
2019
Q1 | $394K | Sell |
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|
2018
Q4 | $549K | Hold |
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|
2018
Q3 | $658K | Buy |
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|
2018
Q2 | $431K | Sell |
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|
2018
Q1 | $429K | Sell |
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|
2017
Q4 | $5.82M | Sell |
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|
2017
Q3 | $6.56M | Sell |
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|
2017
Q2 | $6.07M | Buy |
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|
2017
Q1 | $5.7M | Sell |
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|
2016
Q4 | $6.36M | Sell |
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|
2016
Q3 | $6.32M | Buy |
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|
2016
Q2 | $3.59M | Buy |
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|
2016
Q1 | $588K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $588K | Buy |
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|
2015
Q2 | $564K | Buy |
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|
2015
Q1 | $269K | Sell |
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|
2014
Q4 | $372K | Buy |
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|
2014
Q3 | $324K | Buy |
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|
2014
Q2 | $327K | Sell |
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|
2014
Q1 | $314K | Buy |
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|
2013
Q4 | $336K | Sell |
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|
2013
Q3 | $303K | Buy |
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|
2013
Q2 | $281K | Buy |
|