Beech Hill Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20,781
| Closed | -$2.29M | – | 100 |
|
|
2025
Q1 | $2.29M | Buy |
20,781
+45
| +0.2% | +$4.95K | 0.91% | 46 |
|
|
2024
Q4 | $2.61M | Buy |
20,736
+1,738
| +9% | +$219K | 0.98% | 39 |
|
|
2024
Q3 | $2.59M | Buy |
18,998
+713
| +4% | +$97.2K | 0.98% | 44 |
|
|
2024
Q2 | $2.5M | Buy |
+18,285
| New | +$2.5M | 1.03% | 38 |
|
|
2023
Q2 | – | Sell |
-16,800
| Closed | -$3.26M | – | 89 |
|
|
2023
Q1 | $3.26M | Sell |
16,800
-495
| -3% | -$96K | 1.64% | 27 |
|
|
2022
Q4 | $3.01M | Sell |
17,295
-11
| -0.1% | -$1.91K | 1.67% | 25 |
|
|
2022
Q3 | $2.8M | Sell |
17,306
-260
| -1% | -$42K | 1.6% | 28 |
|
|
2022
Q2 | $3.21M | Sell |
17,566
-395
| -2% | -$72.1K | 1.71% | 22 |
|
|
2022
Q1 | $3.85M | Sell |
17,961
-40
| -0.2% | -$8.58K | 1.57% | 23 |
|
|
2021
Q4 | $3.86M | Buy |
18,001
+2,921
| +19% | +$626K | 1.47% | 27 |
|
|
2021
Q3 | $2.75M | Buy |
15,080
+125
| +0.8% | +$22.8K | 1.14% | 42 |
|
|
2021
Q2 | $3.11M | Sell |
14,955
-15
| -0.1% | -$3.12K | 1.26% | 34 |
|
|
2021
Q1 | $2.55M | Sell |
14,970
-375
| -2% | -$63.8K | 1.06% | 43 |
|
|
2020
Q4 | $2.58M | Sell |
15,345
-400
| -3% | -$67.4K | 1.15% | 38 |
|
|
2020
Q3 | $2.62M | Sell |
15,745
-12,925
| -45% | -$2.15M | 1.29% | 33 |
|
|
2020
Q2 | $3.19M | Buy |
28,670
+250
| +0.9% | +$27.8K | 1.62% | 27 |
|
|
2020
Q1 | $2.66M | Buy |
+28,420
| New | +$2.66M | 1.81% | 24 |
|
|
2019
Q4 | – | Sell |
-48,904
| Closed | -$5.86M | – | 81 |
|
|
2019
Q3 | $5.86M | Sell |
48,904
-639
| -1% | -$76.6K | 3.13% | 7 |
|
|
2019
Q2 | $5.12M | Buy |
49,543
+7,152
| +17% | +$739K | 2.69% | 13 |
|
|
2019
Q1 | $4.74M | Sell |
42,391
-674
| -2% | -$75.3K | 2.92% | 12 |
|
|
2018
Q4 | $4.2M | Buy |
+43,065
| New | +$4.2M | 2.61% | 13 |
|
|
2018
Q3 | – | Sell |
-50,301
| Closed | -$5.34M | – | 81 |
|
|
2018
Q2 | $5.34M | Sell |
50,301
-6,449
| -11% | -$685K | 2.99% | 7 |
|
|
2018
Q1 | $5.94M | Buy |
56,750
+25,700
| +83% | +$2.69M | 3.13% | 5 |
|
|
2017
Q4 | $3.7M | Sell |
31,050
-750
| -2% | -$89.4K | 1.83% | 26 |
|
|
2017
Q3 | $3.82M | Sell |
31,800
-100
| -0.3% | -$12K | 2.01% | 23 |
|
|
2017
Q2 | $3.53M | Buy |
+31,900
| New | +$3.53M | 1.93% | 26 |
|