BFG
Beacon Financial Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.59M | Sell |
25,616
-1,847
| -7% | -$186K | 0.27% | 95 |
|
|
2025
Q1 | $3.02M | Sell |
27,463
-596
| -2% | -$65.6K | 0.33% | 79 |
|
|
2024
Q4 | $3.54M | Buy |
28,059
+327
| +1% | +$41.2K | 0.38% | 67 |
|
|
2024
Q3 | $3.78M | Sell |
27,732
-64
| -0.2% | -$8.73K | 0.41% | 62 |
|
|
2024
Q2 | $3.8M | Sell |
27,796
-700
| -2% | -$95.8K | 0.43% | 62 |
|
|
2024
Q1 | $4.24M | Sell |
28,496
-572
| -2% | -$85K | 0.49% | 58 |
|
|
2023
Q4 | $4.57M | Sell |
29,068
-556
| -2% | -$87.4K | 0.56% | 48 |
|
|
2023
Q3 | $5.02M | Sell |
29,624
-5,003
| -14% | -$847K | 0.71% | 36 |
|
|
2023
Q2 | $6.1M | Sell |
34,627
-9,385
| -21% | -$1.65M | 0.83% | 33 |
|
|
2023
Q1 | $8.37M | Sell |
44,012
-432
| -1% | -$82.2K | 1.17% | 20 |
|
|
2022
Q4 | $7.78M | Sell |
44,444
-168
| -0.4% | -$29.4K | 1.06% | 22 |
|
|
2022
Q3 | $7.38M | Sell |
44,612
-15
| -0% | -$2.48K | 1.15% | 21 |
|
|
2022
Q2 | $8.18M | Sell |
44,627
-628
| -1% | -$115K | 1.22% | 18 |
|
|
2022
Q1 | $9.86M | Sell |
45,255
-160
| -0.4% | -$34.9K | 1.31% | 16 |
|
|
2021
Q4 | $9.7M | Sell |
45,415
-78
| -0.2% | -$16.7K | 1.26% | 17 |
|
|
2021
Q3 | $8.4M | Buy |
45,493
+7
| +0% | +$1.29K | 1.13% | 21 |
|
|
2021
Q2 | $9.66M | Sell |
45,486
-13,711
| -23% | -$2.91M | 1.37% | 14 |
|
|
2021
Q1 | $9.74M | Hold |
59,197
| – | – | 1.52% | 12 |
|
|
2020
Q4 | $9.74M | Sell |
59,197
-305
| -0.5% | -$50.2K | 1.52% | 12 |
|
|
2020
Q3 | $9.92M | Sell |
59,502
-9,320
| -14% | -$1.55M | 1.77% | 11 |
|
|
2020
Q2 | $7.54M | Buy |
68,822
+185
| +0.3% | +$20.3K | 1.45% | 11 |
|
|
2020
Q1 | $6.72M | Sell |
68,637
-794
| -1% | -$77.7K | 1.48% | 14 |
|
|
2019
Q4 | $8.13M | Buy |
69,431
+530
| +0.8% | +$62K | 1.02% | 18 |
|
|
2019
Q3 | $8.2M | Sell |
68,901
-584
| -0.8% | -$69.5K | 1.4% | 18 |
|
|
2019
Q2 | $7.18M | Sell |
69,485
-397
| -0.6% | -$41K | 1.22% | 22 |
|
|
2019
Q1 | $7.81K | Sell |
69,882
-2,470
| -3% | -$276 | 1.28% | 20 |
|
|
2018
Q4 | $6.98M | Buy |
72,352
+161
| +0.2% | +$15.5K | 1.31% | 21 |
|
|
2018
Q3 | $8.43M | Sell |
72,191
-1,851
| -2% | -$216K | 1.42% | 16 |
|
|
2018
Q2 | $7.87M | Sell |
74,042
-468
| -0.6% | -$49.7K | 1.33% | 23 |
|
|
2018
Q1 | $7.8M | Sell |
74,510
-2,400
| -3% | -$251K | 1.33% | 22 |
|
|
2017
Q4 | $9.16M | Sell |
76,910
-3,681
| -5% | -$439K | 1.6% | 17 |
|
|
2017
Q3 | $9.68M | Buy |
80,591
+293
| +0.4% | +$35.2K | 1.75% | 14 |
|
|
2017
Q2 | $8.82M | Buy |
80,298
+689
| +0.9% | +$75.6K | 1.67% | 18 |
|
|
2017
Q1 | $8.49M | Buy |
79,609
+942
| +1% | +$100K | 1.62% | 22 |
|
|
2016
Q4 | $9.02M | Sell |
78,667
-518
| -0.7% | -$59.4K | 1.83% | 16 |
|
|
2016
Q3 | $8.57M | Sell |
79,185
-290
| -0.4% | -$31.4K | 1.8% | 20 |
|
|
2016
Q2 | $8.45M | Buy |
79,475
+358
| +0.5% | +$38.1K | 1.85% | 22 |
|
|
2016
Q1 | $8.37M | Sell |
79,117
-965
| -1% | -$102K | 1.81% | 18 |
|
|
2015
Q4 | $7.78M | Sell |
80,082
-3,379
| -4% | -$328K | 1.79% | 19 |
|
|
2015
Q3 | $8.19M | Buy |
83,461
+30,430
| +57% | +$2.99M | 2% | 12 |
|
|
2015
Q2 | $5.16M | Sell |
53,031
-3,452
| -6% | -$336K | 1.12% | 29 |
|
|
2015
Q1 | $5.5M | Sell |
56,483
-623
| -1% | -$60.6K | 1.22% | 28 |
|
|
2014
Q4 | $6.4M | Buy |
57,106
+385
| +0.7% | +$43.2K | 1.33% | 21 |
|
|
2014
Q3 | $5.52M | Sell |
56,721
-3,032
| -5% | -$295K | 1.2% | 26 |
|
|
2014
Q2 | $5.82M | Hold |
59,753
| – | – | 1.29% | 22 |
|
|
2014
Q1 | $5.82M | Buy |
59,753
+5,404
| +10% | +$526K | 1.2% | 20 |
|
|
2013
Q4 | $5.7M | Sell |
54,349
-3,130
| -5% | -$328K | 1.1% | 20 |
|
|
2013
Q3 | $5.25M | Buy |
+57,479
| New | +$5.25M | 1.13% | 16 |
|