BIA
Bigelow Investment Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Sell |
7,343
-31
| -0.4% | -$3.13K | 0.33% | 82 |
|
|
2025
Q1 | $811K | Sell |
7,374
-13
| -0.2% | -$1.43K | 0.39% | 77 |
|
|
2024
Q4 | $932K | Sell |
7,387
-479
| -6% | -$60.4K | 0.44% | 66 |
|
|
2024
Q3 | $1.07M | Sell |
7,866
-7
| -0.1% | -$954 | 0.48% | 61 |
|
|
2024
Q2 | $1.08M | Sell |
7,873
-118
| -1% | -$16.1K | 0.51% | 58 |
|
|
2024
Q1 | $1.19M | Buy |
7,991
+41
| +0.5% | +$6.09K | 0.58% | 51 |
|
|
2023
Q4 | $1.25M | Sell |
7,950
-108
| -1% | -$17K | 0.68% | 44 |
|
|
2023
Q3 | $1.26M | Sell |
8,058
-61
| -0.8% | -$9.51K | 0.72% | 43 |
|
|
2023
Q2 | $1.46M | Buy |
8,119
+87
| +1% | +$15.6K | 0.8% | 36 |
|
|
2023
Q1 | $1.56M | Sell |
8,032
-231
| -3% | -$44.8K | 0.9% | 30 |
|
|
2022
Q4 | $1.44M | Sell |
8,263
-5
| -0.1% | -$869 | 0.83% | 33 |
|
|
2022
Q3 | $1.34M | Buy |
8,268
+111
| +1% | +$17.9K | 0.8% | 39 |
|
|
2022
Q2 | $1.49M | Buy |
8,157
+99
| +1% | +$18.1K | 0.82% | 32 |
|
|
2022
Q1 | $1.73M | Buy |
8,058
+164
| +2% | +$35.2K | 0.81% | 37 |
|
|
2021
Q4 | $1.69M | Buy |
7,894
+34
| +0.4% | +$7.29K | 0.77% | 36 |
|
|
2021
Q3 | $1.43M | Sell |
7,860
-187
| -2% | -$34K | 0.7% | 37 |
|
|
2021
Q2 | $1.67M | Buy |
8,047
+259
| +3% | +$53.9K | 0.81% | 32 |
|
|
2021
Q1 | $1.32M | Sell |
7,788
-268
| -3% | -$45.6K | 0.67% | 40 |
|
|
2020
Q4 | $1.36M | Sell |
8,056
-173
| -2% | -$29.1K | 0.72% | 36 |
|
|
2020
Q3 | $1.37M | Buy |
8,229
+18
| +0.2% | +$3K | 0.81% | 30 |
|
|
2020
Q2 | $913K | Buy |
8,211
+702
| +9% | +$78.1K | 0.59% | 46 |
|
|
2020
Q1 | $701K | Sell |
7,509
-278
| -4% | -$26K | 0.53% | 50 |
|
|
2019
Q4 | $912K | Buy |
7,787
+17
| +0.2% | +$1.99K | 0.53% | 52 |
|
|
2019
Q3 | $931K | Buy |
7,770
+29
| +0.4% | +$3.48K | 0.59% | 46 |
|
|
2019
Q2 | $799K | Sell |
7,741
-1,510
| -16% | -$156K | 0.54% | 55 |
|
|
2019
Q1 | $1.03M | Buy |
9,251
+1,947
| +27% | +$218K | 0.72% | 38 |
|
|
2018
Q4 | $712K | Buy |
7,304
+605
| +9% | +$59K | 0.53% | 52 |
|
|
2018
Q3 | $782K | Sell |
6,699
-20
| -0.3% | -$2.34K | 0.53% | 57 |
|
|
2018
Q2 | $714K | Sell |
6,719
-200
| -3% | -$21.3K | 0.49% | 62 |
|
|
2018
Q1 | $724K | Buy |
6,919
+298
| +5% | +$31.2K | 0.49% | 57 |
|
|
2017
Q4 | $789K | Buy |
+6,621
| New | +$789K | 0.79% | 32 |
|