Boston Family Office’s United Parcel Service UPS Stock Holding History

Boston Family Office’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,725	Closed	-$218K	–	286
2024 Q4	$218K	Sell	1,725 -1,936	-53%	-$245K	0.02%	263
2024 Q3	$499K	Sell	3,661 -118	-3%	-$16.1K	0.03%	198
2024 Q2	$517K	Hold	3,779	–	–	0.04%	192
2024 Q1	$562K	Sell	3,779 -714	-16%	-$106K	0.04%	185
2023 Q4	$706K	Sell	4,493 -1,401	-24%	-$220K	0.05%	167
2023 Q3	$919K	Buy	5,894 +190	+3%	+$29.6K	0.08%	152
2023 Q2	$1.02M	Sell	5,704 -1,792	-24%	-$321K	0.08%	151
2023 Q1	$1.45M	Sell	7,496 -180	-2%	-$34.9K	0.12%	125
2022 Q4	$1.33M	Buy	7,676 +2,368	+45%	+$412K	0.11%	136
2022 Q3	$858K	Hold	5,308	–	–	0.08%	158
2022 Q2	$969K	Sell	5,308 -1,300	-20%	-$237K	0.08%	148
2022 Q1	$1.42M	Buy	6,608 +1,792	+37%	+$384K	0.1%	133
2021 Q4	$1.03M	Buy	4,816 +1,954	+68%	+$419K	0.07%	158
2021 Q3	$521K	Hold	2,862	–	–	0.04%	200
2021 Q2	$595K	Sell	2,862 -136	-5%	-$28.3K	0.04%	193
2021 Q1	$509K	Hold	2,998	–	–	0.04%	203
2020 Q4	$505K	Sell	2,998 -2,162	-42%	-$364K	0.04%	201
2020 Q3	$860K	Hold	5,160	–	–	0.08%	158
2020 Q2	$574K	Buy	5,160 +1,450	+39%	+$161K	0.06%	174
2020 Q1	$347K	Hold	3,710	–	–	0.04%	192
2019 Q4	$434K	Buy	3,710 +100	+3%	+$11.7K	0.04%	206
2019 Q3	$433K	Hold	3,610	–	–	0.04%	199
2019 Q2	$373K	Hold	3,610	–	–	0.04%	218
2019 Q1	$403K	Hold	3,610	–	–	0.04%	209
2018 Q4	$352K	Hold	3,610	–	–	0.04%	209
2018 Q3	$421K	Sell	3,610 -1,620	-31%	-$189K	0.04%	214
2018 Q2	$556K	Hold	5,230	–	–	0.06%	191
2018 Q1	$547K	Hold	5,230	–	–	0.06%	186
2017 Q4	$623K	Hold	5,230	–	–	0.07%	183
2017 Q3	$628K	Hold	5,230	–	–	0.07%	177
2017 Q2	$578K	Hold	5,230	–	–	0.07%	179
2017 Q1	$561K	Hold	5,230	–	–	0.07%	182
2016 Q4	$600K	Hold	5,230	–	–	0.08%	178
2016 Q3	$572K	Buy	5,230 +2,630	+101%	+$288K	0.07%	178
2016 Q2	$280K	Buy	+2,600	New	+$280K	0.04%	218
2014 Q1	–	Sell	-1,925	Closed	-$202K	–	260
2013 Q4	$202K	Buy	+1,925	New	+$202K	0.03%	247