Bollard Group’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 | $445K | Buy |
4,409
+143
| +3% | +$14.4K | 0.01% | 154 |
|
|
2025
Q1 | $469K | Buy |
4,266
+58
| +1% | +$6.38K | 0.01% | 135 |
|
|
2024
Q4 | $531K | Sell |
4,208
-3,288
| -44% | -$415K | 0.01% | 129 |
|
|
2024
Q3 | $1.02M | Buy |
7,496
+94
| +1% | +$12.8K | 0.03% | 118 |
|
|
2024
Q2 | $1.01M | Buy |
7,402
+88
| +1% | +$12K | 0.03% | 108 |
|
|
2024
Q1 | $1.09M | Buy |
7,314
+77
| +1% | +$11.4K | 0.03% | 107 |
|
|
2023
Q4 | $1.14M | Buy |
7,237
+77
| +1% | +$12.1K | 0.04% | 98 |
|
|
2023
Q3 | $1.12M | Sell |
7,160
-12
| -0.2% | -$1.87K | 0.04% | 100 |
|
|
2023
Q2 | $1.29M | Buy |
7,172
+147
| +2% | +$26.4K | 0.04% | 102 |
|
|
2023
Q1 | $1.36M | Buy |
7,025
+61
| +0.9% | +$11.8K | 0.05% | 100 |
|
|
2022
Q4 | $1.21M | Buy |
6,964
+57
| +0.8% | +$9.91K | 0.05% | 103 |
|
|
2022
Q3 | $1.12M | Buy |
6,907
+53
| +0.8% | +$8.56K | 0.05% | 107 |
|
|
2022
Q2 | $1.25M | Buy |
6,854
+57
| +0.8% | +$10.4K | 0.05% | 110 |
|
|
2022
Q1 | $1.46M | Buy |
6,797
+51
| +0.8% | +$10.9K | 0.05% | 128 |
|
|
2021
Q4 | $1.45M | Buy |
6,746
+33
| +0.5% | +$7.07K | 0.05% | 119 |
|
|
2021
Q3 | $1.22M | Buy |
6,713
+35
| +0.5% | +$6.37K | 0.04% | 123 |
|
|
2021
Q2 | $1.39M | Buy |
6,678
+32
| +0.5% | +$6.66K | 0.04% | 114 |
|
|
2021
Q1 | $1.13M | Buy |
6,646
+18
| +0.3% | +$3.06K | 0.04% | 120 |
|
|
2020
Q4 | $1.12M | Hold |
6,628
| – | – | 0.04% | 115 |
|
|
2020
Q3 | $1.1M | Hold |
6,628
| – | – | 0.04% | 115 |
|
|
2020
Q2 | $737K | Buy |
6,628
+1,229
| +23% | +$137K | 0.03% | 121 |
|
|
2020
Q1 | $504K | Buy |
5,399
+58
| +1% | +$5.41K | 0.02% | 124 |
|
|
2019
Q4 | $625K | Buy |
5,341
+43
| +0.8% | +$5.03K | 0.02% | 126 |
|
|
2019
Q3 | $635K | Buy |
5,298
+42
| +0.8% | +$5.03K | 0.02% | 127 |
|
|
2019
Q2 | $543K | Sell |
5,256
-847
| -14% | -$87.5K | 0.02% | 143 |
|
|
2019
Q1 | $682K | Buy |
6,103
+55
| +0.9% | +$6.15K | 0.03% | 136 |
|
|
2018
Q4 | $590K | Buy |
6,048
+48
| +0.8% | +$4.68K | 0.03% | 137 |
|
|
2018
Q3 | $701K | Buy |
6,000
+494
| +9% | +$57.7K | 0.03% | 142 |
|
|
2018
Q2 | $585K | Buy |
5,506
+939
| +21% | +$99.8K | 0.03% | 141 |
|
|
2018
Q1 | $478K | Buy |
4,567
+1,385
| +44% | +$145K | 0.02% | 150 |
|
|
2017
Q4 | $379K | Buy |
3,182
+473
| +17% | +$56.3K | 0.02% | 147 |
|
|
2017
Q3 | $325K | Buy |
2,709
+470
| +21% | +$56.4K | 0.02% | 159 |
|
|
2017
Q2 | $248K | Buy |
2,239
+17
| +0.8% | +$1.88K | 0.01% | 174 |
|
|
2017
Q1 | $238K | Buy |
2,222
+17
| +0.8% | +$1.82K | 0.01% | 177 |
|
|
2016
Q4 | $253K | Buy |
2,205
+15
| +0.7% | +$1.72K | 0.02% | 175 |
|
|
2016
Q3 | $239K | Buy |
2,190
+16
| +0.7% | +$1.75K | 0.02% | 174 |
|
|
2016
Q2 | $234K | Buy |
2,174
+16
| +0.7% | +$1.72K | 0.02% | 181 |
|
|
2016
Q1 | $228K | Buy |
2,158
+17
| +0.8% | +$1.8K | 0.02% | 174 |
|
|
2015
Q4 | $206K | Buy |
2,141
+15
| +0.7% | +$1.44K | 0.02% | 184 |
|
|
2015
Q3 | $210K | Buy |
2,126
+15
| +0.7% | +$1.48K | 0.02% | 195 |
|
|
2015
Q2 | $205K | Buy |
2,111
+16
| +0.8% | +$1.55K | 0.02% | 195 |
|
|
2015
Q1 | $203K | Buy |
2,095
+15
| +0.7% | +$1.45K | 0.02% | 196 |
|
|
2014
Q4 | $231K | Buy |
2,080
+12
| +0.6% | +$1.33K | 0.02% | 181 |
|
|
2014
Q3 | $203K | Buy |
2,068
+14
| +0.7% | +$1.37K | 0.02% | 200 |
|
|
2014
Q2 | $211K | Buy |
2,054
+14
| +0.7% | +$1.44K | 0.02% | 192 |
|
|
2014
Q1 | $199K | Buy |
2,040
+13
| +0.6% | +$1.27K | 0.02% | 191 |
|
|
2013
Q4 | $213K | Buy |
2,027
+13
| +0.6% | +$1.37K | 0.02% | 178 |
|
|
2013
Q3 | $184K | Buy |
+2,014
| New | +$184K | 0.02% | 177 |
|