Benjamin Edwards Inc’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.02M | Sell |
39,847
-139,144
| -78% | -$14M | 0.05% | 316 |
|
|
2025
Q1 | $19.7M | Buy |
178,991
+28,466
| +19% | +$3.13M | 0.27% | 97 |
|
|
2024
Q4 | $19M | Buy |
150,525
+3,714
| +3% | +$468K | 0.27% | 100 |
|
|
2024
Q3 | $20M | Buy |
146,811
+140,823
| +2,352% | +$19.2M | 0.29% | 100 |
|
|
2024
Q2 | $819K | Buy |
5,988
+1
| +0% | +$137 | 0.16% | 152 |
|
|
2024
Q1 | $890K | Sell |
5,987
-159
| -3% | -$23.6K | 0.18% | 137 |
|
|
2023
Q4 | $966K | Sell |
6,146
-810
| -12% | -$127K | 0.21% | 134 |
|
|
2023
Q3 | $1.08M | Buy |
6,956
+362
| +5% | +$56.4K | 0.26% | 119 |
|
|
2023
Q2 | $1.18M | Sell |
6,594
-1,272
| -16% | -$228K | 0.27% | 105 |
|
|
2023
Q1 | $1.53M | Sell |
7,866
-389
| -5% | -$75.5K | 0.37% | 76 |
|
|
2022
Q4 | $1.44M | Buy |
8,255
+409
| +5% | +$71.1K | 0.38% | 80 |
|
|
2022
Q3 | $1.27M | Sell |
7,846
-105
| -1% | -$17K | 0.38% | 80 |
|
|
2022
Q2 | $1.45M | Buy |
7,951
+642
| +9% | +$117K | 0.43% | 66 |
|
|
2022
Q1 | $1.57M | Buy |
7,309
+5,921
| +427% | +$1.27M | 0.46% | 64 |
|
|
2021
Q4 | $298K | Buy |
+1,388
| New | +$298K | 0.1% | 207 |
|
|
2020
Q2 | – | Sell |
-1,306
| Closed | -$122K | – | 392 |
|
|
2020
Q1 | $122K | Buy |
1,306
+1,048
| +406% | +$97.9K | 0.13% | 132 |
|
|
2019
Q4 | $30K | Buy |
258
+50
| +24% | +$5.81K | 0.06% | 148 |
|
|
2019
Q3 | $25K | Sell |
208
-3
| -1% | -$361 | 0.05% | 154 |
|
|
2019
Q2 | $22K | Sell |
211
-487
| -70% | -$50.8K | 0.05% | 163 |
|
|
2019
Q1 | $78K | Buy |
+698
| New | +$78K | 0.37% | 86 |
|