Baldwin Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $74.6K | Sell |
|
|||||
|
2024
Q2 | $83.6K | Sell |
|
|||||
|
2024
Q1 | $100K | Buy |
|
|||||
|
2023
Q4 | $102K | Sell |
|
|||||
|
2023
Q3 | $886K | Sell |
|
|||||
|
2023
Q2 | $1.09M | Buy |
|
|||||
|
2023
Q1 | $1.16M | Sell |
|
|||||
|
2022
Q4 | $1.07M | Buy |
|
|||||
|
2022
Q3 | $927K | Hold |
|
|||||
|
2022
Q2 | $1.05M | Sell |
|
|||||
|
2022
Q1 | $1.71M | Sell |
|
|||||
|
2021
Q4 | $1.71M | Sell |
|
|||||
|
2021
Q3 | $1.46M | Hold |
|
|||||
|
2021
Q2 | $1.66M | Hold |
|
|||||
|
2021
Q1 | $1.36M | Hold |
|
|||||
|
2020
Q4 | $1.35M | Hold |
|
|||||
|
2020
Q3 | $1.33M | Hold |
|
|||||
|
2020
Q2 | $890K | Sell |
|
|||||
|
2020
Q1 | $753K | Buy |
|
|||||
|
2019
Q4 | $572K | Sell |
|
|||||
|
2019
Q3 | $586K | Sell |
|
|||||
|
2019
Q2 | $1.03M | Sell |
|
|||||
|
2019
Q1 | $9.14M | Buy |
|
|||||
|
2018
Q4 | $7.88M | Sell |
|
|||||
|
2018
Q3 | $13.8M | Buy |
|
|||||
|
2018
Q2 | $12.2M | Buy |
|
|||||
|
2018
Q1 | $12M | Buy |
|
|||||
|
2017
Q4 | $13M | Buy |
|
|||||
|
2017
Q3 | $11.2M | Buy |
|
|||||
|
2017
Q2 | $10.3M | Sell |
|
|||||
|
2017
Q1 | $9.96M | Buy |
|
|||||
|
2016
Q4 | $36K | Hold |
|
|||||
|
2016
Q3 | $34K | Buy |
|
|||||
|
2016
Q2 | $23K | Sell |
|
|||||
|
2016
Q1 | $678K | Buy |
|