BBR 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.4M | Buy |
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|
2025
Q1 | $71M | Sell |
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|
2024
Q4 | $81.4M | Sell |
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|
2024
Q3 | $88.1M | Sell |
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|
2024
Q2 | $88.4M | Sell |
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|
2024
Q1 | $96.4M | Buy |
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|
2023
Q4 | $102M | Buy |
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|
2023
Q3 | $101M | Sell |
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|
2023
Q2 | $121M | Sell |
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|
2023
Q1 | $131M | Buy |
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|
2022
Q4 | $118M | Hold |
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|
2022
Q3 | $109M | Hold |
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|
2022
Q2 | $124M | Sell |
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|
2022
Q1 | $145M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $144M | Sell |
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|
2021
Q2 | $164M | Sell |
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|
2021
Q1 | $151M | Sell |
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|
2020
Q4 | $164M | Sell |
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|
2020
Q3 | $171M | Buy |
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