Bellevue Asset Management’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
Q3 | $93K | Buy |
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|
2025
Q2 | $107K | Buy |
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|
2025
Q1 | $116K | Buy |
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|
2024
Q4 | $133K | Sell |
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|
2024
Q3 | $144K | Sell |
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|
2024
Q2 | $158K | Buy |
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|
2024
Q1 | $172K | Sell |
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|
2023
Q4 | $210K | Sell |
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|
2023
Q3 | $243K | Sell |
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|
2023
Q2 | $295K | Sell |
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|
2023
Q1 | $343K | Sell |
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|
2022
Q4 | $348K | Buy |
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|
2022
Q3 | $326K | Buy |
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|
2022
Q2 | $369K | Buy |
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|
2022
Q1 | $196K | Buy |
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|
2021
Q4 | $194K | Sell |
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|
2021
Q3 | $273K | Hold |
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|
2021
Q2 | $308K | Buy |
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|
2021
Q1 | $253K | Buy |
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|
2020
Q4 | $239K | Sell |
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|
2020
Q3 | $256K | Hold |
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|
2020
Q2 | $171K | Sell |
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|
2020
Q1 | $161K | Hold |
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|
2019
Q4 | $183K | Buy |
|