Bank Julius Baer & Co’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.1M | Buy |
595,033
+8,644
| +1% | +$873K | 0.18% | 101 |
|
|
2025
Q1 | $64.4M | Buy |
586,389
+30,462
| +5% | +$3.35M | 0.21% | 99 |
|
|
2024
Q4 | $74.3M | Buy |
555,927
+35,259
| +7% | +$4.71M | 0.23% | 97 |
|
|
2024
Q3 | $78.7M | Sell |
520,668
-12,776
| -2% | -$1.93M | 0.26% | 77 |
|
|
2024
Q2 | $78.2M | Buy |
533,444
+9,935
| +2% | +$1.46M | 0.3% | 73 |
|
|
2024
Q1 | $77.5M | Buy |
523,509
+518,496
| +10,343% | +$76.8M | 0.3% | 80 |
|
|
2023
Q4 | $788K | Buy |
5,013
+763
| +18% | +$120K | ﹤0.01% | 294 |
|
|
2023
Q3 | $662K | Buy |
4,250
+115
| +3% | +$17.9K | ﹤0.01% | 295 |
|
|
2023
Q2 | $741K | Sell |
4,135
-787
| -16% | -$141K | ﹤0.01% | 294 |
|
|
2023
Q1 | $955K | Buy |
4,922
+3,683
| +297% | +$715K | 0.01% | 276 |
|
|
2022
Q4 | $215K | Buy |
1,239
+638
| +106% | +$111K | ﹤0.01% | 416 |
|
|
2022
Q3 | $97K | Sell |
601
-10
| -2% | -$1.61K | ﹤0.01% | 463 |
|
|
2022
Q2 | $112K | Sell |
611
-601
| -50% | -$110K | ﹤0.01% | 478 |
|
|
2022
Q1 | $260K | Buy |
1,212
+590
| +95% | +$127K | ﹤0.01% | 393 |
|
|
2021
Q4 | $133K | Sell |
622
-111
| -15% | -$23.7K | ﹤0.01% | 579 |
|
|
2021
Q3 | $133K | Buy |
733
+108
| +17% | +$19.6K | ﹤0.01% | 605 |
|
|
2021
Q2 | $130K | Hold |
625
| – | – | ﹤0.01% | 616 |
|
|
2021
Q1 | $106K | Sell |
625
-396
| -39% | -$67.2K | ﹤0.01% | 617 |
|
|
2020
Q4 | $172K | Buy |
1,021
+888
| +668% | +$150K | ﹤0.01% | 596 |
|
|
2020
Q3 | $22K | Sell |
133
-2,115
| -94% | -$350K | ﹤0.01% | 651 |
|
|
2020
Q2 | $250K | Buy |
+2,248
| New | +$250K | ﹤0.01% | 432 |
|