Berkeley Capital Partners’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
Q2 | $1.51M | Buy |
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|
2025
Q1 | $966K | Buy |
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|
2024
Q4 | $476K | Sell |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $847K | Buy |
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|
2024
Q1 | $880K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $234K | Sell |
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|
2023
Q2 | $281K | Buy |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $259K | Sell |
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | $276K | Buy |
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|
2022
Q1 | $314K | Buy |
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|
2021
Q4 | $308K | Sell |
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|
2021
Q3 | $274K | Buy |
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|
2021
Q2 | $297K | Hold |
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|
2021
Q1 | $242K | Sell |
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|
2020
Q4 | $246K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $449K | Buy |
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|
2020
Q1 | $279K | Buy |
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|
2019
Q4 | $296K | Sell |
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|
2019
Q3 | $320K | Sell |
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|
2019
Q2 | $529K | Buy |
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|
2019
Q1 | $260K | Sell |
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|
2018
Q4 | $298K | Sell |
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|
2018
Q3 | $370K | Sell |
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|
2018
Q2 | $438K | Sell |
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|
2018
Q1 | $510K | Sell |
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|
2017
Q4 | $598K | Sell |
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|
2017
Q3 | $619K | Sell |
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|
2017
Q2 | $572K | Sell |
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|
2017
Q1 | $561K | Sell |
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|
2016
Q4 | $752K | Buy |
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