Beaton Management Company’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
Q1 | – | Sell |
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|
2024
Q4 | $249K | Sell |
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|
2024
Q3 | $310K | Hold |
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|
2024
Q2 | $311K | Buy |
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|
2024
Q1 | $337K | Hold |
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|
2023
Q4 | $356K | Buy |
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|
2023
Q3 | $322K | Buy |
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|
2023
Q2 | $366K | Hold |
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|
2023
Q1 | $396K | Hold |
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|
2022
Q4 | $355K | Hold |
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|
2022
Q3 | $330K | Hold |
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|
2022
Q2 | $373K | Hold |
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|
2022
Q1 | $438K | Sell |
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|
2021
Q4 | $445K | Hold |
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|
2021
Q3 | $378K | Hold |
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|
2021
Q2 | $432K | Hold |
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|
2021
Q1 | $353K | Sell |
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|
2020
Q4 | $371K | Buy |
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|
2020
Q3 | $284K | Buy |
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