Bartlett & Co Wealth Management’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
Q3 | $570K | Sell |
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|
2025
Q2 | $831K | Sell |
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|
2025
Q1 | $1.69M | Sell |
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|
2024
Q4 | $8.5M | Sell |
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|
2024
Q3 | $9.87M | Sell |
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|
2024
Q2 | $10.6M | Sell |
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|
2024
Q1 | $13.3M | Sell |
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|
2023
Q4 | $14.4M | Sell |
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|
2023
Q3 | $14.8M | Sell |
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|
2023
Q2 | $17.2M | Buy |
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|
2023
Q1 | $17.8M | Sell |
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|
2022
Q4 | $16.1M | Sell |
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|
2022
Q3 | $15M | Sell |
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|
2022
Q2 | $17.5M | Sell |
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|
2022
Q1 | $24.7M | Buy |
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|
2021
Q4 | $23.5M | Sell |
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|
2021
Q3 | $20.1M | Sell |
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|
2021
Q2 | $23.1M | Sell |
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|
2021
Q1 | $19M | Buy |
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|
2020
Q4 | $18.8M | Sell |
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|
2020
Q3 | $18.9M | Sell |
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|
2020
Q2 | $12.6M | Sell |
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|
2020
Q1 | $11.5M | Sell |
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|
2019
Q4 | $17.8M | Sell |
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|
2019
Q3 | $18.7M | Buy |
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|
2019
Q2 | $5.34M | Buy |
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|
2019
Q1 | $4.72M | Buy |
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|
2018
Q4 | $3.62M | Buy |
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|
2018
Q3 | $4.31M | Buy |
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|
2018
Q2 | $3.9M | Buy |
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|
2018
Q1 | $3.83M | Buy |
|