Bartlett & Co Wealth Management’s United Parcel Service UPS Stock Holding History

Bartlett & Co Wealth Management’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$831K	Sell	8,234 -7,145	-46%	-$721K	0.01%	272
2025 Q1	$1.69M	Sell	15,379 -52,007	-77%	-$5.72M	0.02%	208
2024 Q4	$8.5M	Sell	67,386 -5,009	-7%	-$632K	0.12%	110
2024 Q3	$9.87M	Sell	72,395 -5,159	-7%	-$703K	0.14%	103
2024 Q2	$10.6M	Sell	77,554 -11,950	-13%	-$1.64M	0.16%	98
2024 Q1	$13.3M	Sell	89,504 -2,189	-2%	-$325K	0.2%	87
2023 Q4	$14.4M	Sell	91,693 -3,365	-4%	-$529K	0.23%	79
2023 Q3	$14.8M	Sell	95,058 -974	-1%	-$152K	0.27%	78
2023 Q2	$17.2M	Buy	96,032 +4,237	+5%	+$759K	0.3%	72
2023 Q1	$17.8M	Sell	91,795 -1,054	-1%	-$204K	0.34%	70
2022 Q4	$16.1M	Sell	92,849 -32	-0%	-$5.56K	0.32%	72
2022 Q3	$15M	Sell	92,881 -2,825	-3%	-$456K	0.32%	72
2022 Q2	$17.5M	Sell	95,706 -19,693	-17%	-$3.59M	0.35%	67
2022 Q1	$24.7M	Buy	115,399 +5,710	+5%	+$1.22M	0.43%	63
2021 Q4	$23.5M	Sell	109,689 -740	-0.7%	-$159K	0.4%	69
2021 Q3	$20.1M	Sell	110,429 -440	-0.4%	-$80.1K	0.38%	68
2021 Q2	$23.1M	Sell	110,869 -692	-0.6%	-$144K	0.44%	66
2021 Q1	$19M	Buy	111,561 +36	+0%	+$6.12K	0.38%	70
2020 Q4	$18.8M	Sell	111,525 -1,696	-1%	-$286K	0.4%	70
2020 Q3	$18.9M	Sell	113,221 -195	-0.2%	-$32.5K	0.44%	65
2020 Q2	$12.6M	Sell	113,416 -9,793	-8%	-$1.09M	0.33%	70
2020 Q1	$11.5M	Sell	123,209 -28,494	-19%	-$2.66M	0.35%	71
2019 Q4	$17.8M	Sell	151,703 -4,255	-3%	-$498K	0.43%	67
2019 Q3	$18.7M	Buy	155,958 +104,290	+202%	+$12.5M	0.49%	59
2019 Q2	$5.34M	Buy	51,668 +9,390	+22%	+$970K	0.2%	87
2019 Q1	$4.72M	Buy	42,278 +5,160	+14%	+$577K	0.18%	89
2018 Q4	$3.62M	Buy	37,118 +205	+0.6%	+$20K	0.15%	98
2018 Q3	$4.31M	Buy	36,913 +230	+0.6%	+$26.9K	0.16%	92
2018 Q2	$3.9M	Buy	36,683 +45	+0.1%	+$4.78K	0.16%	90
2018 Q1	$3.83M	Buy	+36,638	New	+$3.83M	0.16%	88