Boston Family Office’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
Q1 | – | Sell |
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|
2024
Q4 | $218K | Sell |
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|
2024
Q3 | $499K | Sell |
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|
2024
Q2 | $517K | Hold |
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|
2024
Q1 | $562K | Sell |
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|
2023
Q4 | $706K | Sell |
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|
2023
Q3 | $919K | Buy |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.45M | Sell |
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|
2022
Q4 | $1.33M | Buy |
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|
2022
Q3 | $858K | Hold |
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|
2022
Q2 | $969K | Sell |
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|
2022
Q1 | $1.42M | Buy |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $521K | Hold |
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|
2021
Q2 | $595K | Sell |
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|
2021
Q1 | $509K | Hold |
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|
2020
Q4 | $505K | Sell |
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|
2020
Q3 | $860K | Hold |
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|
2020
Q2 | $574K | Buy |
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|
2020
Q1 | $347K | Hold |
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|
2019
Q4 | $434K | Buy |
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|
2019
Q3 | $433K | Hold |
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|
2019
Q2 | $373K | Hold |
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|
2019
Q1 | $403K | Hold |
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|
2018
Q4 | $352K | Hold |
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|
2018
Q3 | $421K | Sell |
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|
2018
Q2 | $556K | Hold |
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|
2018
Q1 | $547K | Hold |
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|
2017
Q4 | $623K | Hold |
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|
2017
Q3 | $628K | Hold |
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|
2017
Q2 | $578K | Hold |
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|
2017
Q1 | $561K | Hold |
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|
2016
Q4 | $600K | Hold |
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|
2016
Q3 | $572K | Buy |
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|
2016
Q2 | $280K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $202K | Buy |
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