Bradley Foster & Sargent’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 | $1.14M | Buy |
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|
2025
Q1 | $1.21M | Buy |
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|
2024
Q4 | $1.34M | Sell |
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|
2024
Q3 | $1.47M | Sell |
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|
2024
Q2 | $1.54M | Sell |
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|
2024
Q1 | $1.71M | Sell |
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|
2023
Q4 | $2.15M | Sell |
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|
2023
Q3 | $2.58M | Hold |
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|
2023
Q2 | $2.58M | Buy |
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|
2023
Q1 | $2.62M | Buy |
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|
2022
Q4 | $2.21M | Buy |
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|
2022
Q3 | $1.85M | Buy |
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|
2022
Q2 | $1.91M | Sell |
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|
2022
Q1 | $2.24M | Buy |
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|
2021
Q4 | $1.58M | Buy |
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|
2021
Q3 | $861K | Buy |
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|
2021
Q2 | $981K | Buy |
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|
2021
Q1 | $786K | Hold |
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|
2020
Q4 | $778K | Buy |
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|
2020
Q3 | $752K | Buy |
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|
2020
Q1 | $355K | Buy |
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|
2019
Q4 | $241K | Sell |
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|
2019
Q3 | $255K | Buy |
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|
2019
Q2 | $204K | Buy |
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|
2019
Q1 | $208K | Sell |
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|
2018
Q4 | $264K | Buy |
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|
2018
Q3 | $204K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $235K | Buy |
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|
2017
Q4 | $258K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $294K | Sell |
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|
2017
Q1 | $565K | Sell |
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|
2016
Q4 | $627K | Hold |
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|
2016
Q3 | $598K | Sell |
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|
2016
Q2 | $589K | Sell |
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|
2016
Q1 | $769K | Sell |
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|
2015
Q4 | $713K | Sell |
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|
2015
Q3 | $734K | Buy |
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|
2015
Q2 | $468K | Sell |
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|
2015
Q1 | $1.31M | Buy |
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|
2014
Q4 | $433K | Sell |
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|
2014
Q3 | $387K | Sell |
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|
2014
Q2 | $421K | Buy |
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|
2014
Q1 | $314K | Sell |
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|
2013
Q4 | $342K | Buy |
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|
2013
Q3 | $285K | Sell |
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|
2013
Q2 | $380K | Buy |
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