BIM
Bridges Investment Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Sell |
2,270
-500
| -18% | -$50.5K | ﹤0.01% | 385 |
|
|
2025
Q1 | $305K | Sell |
2,770
-557
| -17% | -$61.3K | ﹤0.01% | 336 |
|
|
2024
Q4 | $420K | Sell |
3,327
-122
| -4% | -$15.4K | 0.01% | 303 |
|
|
2024
Q3 | $470K | Sell |
3,449
-549
| -14% | -$74.9K | 0.01% | 286 |
|
|
2024
Q2 | $547K | Buy |
3,998
+2,129
| +114% | +$291K | 0.01% | 257 |
|
|
2024
Q1 | $278K | Sell |
1,869
-764
| -29% | -$114K | 0.01% | 188 |
|
|
2023
Q4 | $414K | Sell |
2,633
-13,171
| -83% | -$2.07M | 0.01% | 171 |
|
|
2023
Q3 | $2.46M | Sell |
15,804
-1,617
| -9% | -$252K | 0.09% | 98 |
|
|
2023
Q2 | $3.12M | Sell |
17,421
-1,587
| -8% | -$284K | 0.1% | 88 |
|
|
2023
Q1 | $3.69M | Buy |
19,008
+680
| +4% | +$132K | 0.13% | 83 |
|
|
2022
Q4 | $3.19M | Buy |
18,328
+4,421
| +32% | +$769K | 0.12% | 90 |
|
|
2022
Q3 | $2.25M | Sell |
13,907
-43
| -0.3% | -$6.95K | 0.09% | 110 |
|
|
2022
Q2 | $2.55M | Buy |
13,950
+486
| +4% | +$88.7K | 0.09% | 104 |
|
|
2022
Q1 | $2.89M | Buy |
13,464
+382
| +3% | +$81.9K | 0.09% | 109 |
|
|
2021
Q4 | $2.8M | Buy |
13,082
+234
| +2% | +$50.1K | 0.08% | 108 |
|
|
2021
Q3 | $2.34M | Buy |
12,848
+1,210
| +10% | +$220K | 0.07% | 117 |
|
|
2021
Q2 | $2.42M | Buy |
11,638
+201
| +2% | +$41.8K | 0.07% | 115 |
|
|
2021
Q1 | $1.94M | Buy |
11,437
+216
| +2% | +$36.7K | 0.06% | 120 |
|
|
2020
Q4 | $1.89M | Buy |
11,221
+252
| +2% | +$42.4K | 0.06% | 118 |
|
|
2020
Q3 | $1.83M | Buy |
10,969
+334
| +3% | +$55.7K | 0.06% | 117 |
|
|
2020
Q2 | $1.18M | Sell |
10,635
-2,080
| -16% | -$231K | 0.04% | 130 |
|
|
2020
Q1 | $1.19M | Sell |
12,715
-3,043
| -19% | -$284K | 0.05% | 131 |
|
|
2019
Q4 | $1.85M | Sell |
15,758
-7,198
| -31% | -$843K | 0.07% | 126 |
|
|
2019
Q3 | $2.75M | Buy |
22,956
+428
| +2% | +$51.3K | 0.1% | 110 |
|
|
2019
Q2 | $2.33M | Buy |
22,528
+4,729
| +27% | +$488K | 0.09% | 113 |
|
|
2019
Q1 | $1.99M | Sell |
17,799
-2,558
| -13% | -$286K | 0.08% | 127 |
|
|
2018
Q4 | $1.99M | Sell |
20,357
-3,201
| -14% | -$312K | 0.09% | 123 |
|
|
2018
Q3 | $2.75M | Sell |
23,558
-828
| -3% | -$96.7K | 0.14% | 115 |
|
|
2018
Q2 | $2.59M | Buy |
24,386
+146
| +0.6% | +$15.5K | 0.12% | 116 |
|
|
2018
Q1 | $2.54M | Buy |
24,240
+4,176
| +21% | +$437K | 0.12% | 112 |
|
|
2017
Q4 | $2.39M | Sell |
20,064
-1,520
| -7% | -$181K | 0.19% | 84 |
|
|
2017
Q3 | $2.59M | Buy |
21,584
+4,550
| +27% | +$546K | 0.25% | 72 |
|
|
2017
Q2 | $1.88M | Sell |
17,034
-116
| -0.7% | -$12.8K | 0.25% | 71 |
|
|
2017
Q1 | $1.84M | Buy |
17,150
+500
| +3% | +$53.6K | 0.25% | 72 |
|
|
2016
Q4 | $1.91M | Sell |
16,650
-200
| -1% | -$22.9K | 0.27% | 67 |
|
|
2016
Q3 | $1.84M | Sell |
16,850
-950
| -5% | -$104K | 0.31% | 66 |
|
|
2016
Q2 | $1.92M | Hold |
17,800
| – | – | 0.33% | 68 |
|
|
2016
Q1 | $1.88M | Hold |
17,800
| – | – | 0.34% | 67 |
|
|
2015
Q4 | $1.71M | Buy |
17,800
+10,400
| +141% | +$1M | 0.31% | 65 |
|
|
2015
Q3 | $718K | Hold |
7,400
| – | – | 0.12% | 95 |
|
|
2015
Q2 | $718K | Sell |
7,400
-620
| -8% | -$60.2K | 0.12% | 95 |
|
|
2015
Q1 | $778K | Sell |
8,020
-10,100
| -56% | -$980K | 0.14% | 91 |
|
|
2014
Q4 | $2.01M | Buy |
18,120
+30
| +0.2% | +$3.33K | 0.36% | 62 |
|
|
2014
Q3 | $1.78M | Sell |
18,090
-835
| -4% | -$82.1K | 0.33% | 64 |
|
|
2014
Q2 | $1.94M | Buy |
18,925
+35
| +0.2% | +$3.59K | 0.37% | 60 |
|
|
2014
Q1 | $1.84M | Sell |
18,890
-760
| -4% | -$74K | 0.38% | 53 |
|
|
2013
Q4 | $2.07M | Buy |
19,650
+70
| +0.4% | +$7.36K | 0.47% | 47 |
|
|
2013
Q3 | $1.79M | Buy |
19,580
+35
| +0.2% | +$3.2K | 0.44% | 51 |
|
|
2013
Q2 | $1.69M | Buy |
+19,545
| New | +$1.69M | 0.45% | 52 |
|