Brighton Jones LLC’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 | $1.81M | Buy |
17,917
+4,541
| +34% | +$458K | 0.05% | 205 |
|
|
2025
Q1 | $1.47M | Buy |
13,376
+1,250
| +10% | +$137K | 0.05% | 205 |
|
|
2024
Q4 | $1.53M | Buy |
12,126
+4,723
| +64% | +$596K | 0.04% | 196 |
|
|
2024
Q3 | $1.01M | Sell |
7,403
-5,065
| -41% | -$691K | 0.04% | 215 |
|
|
2024
Q2 | $1.71M | Buy |
12,468
+995
| +9% | +$136K | 0.06% | 166 |
|
|
2024
Q1 | $1.71M | Sell |
11,473
-7,212
| -39% | -$1.07M | 0.06% | 163 |
|
|
2023
Q4 | $2.94M | Buy |
18,685
+2,073
| +12% | +$326K | 0.12% | 96 |
|
|
2023
Q3 | $2.59M | Buy |
16,612
+5,650
| +52% | +$881K | 0.13% | 93 |
|
|
2023
Q2 | $1.96M | Sell |
10,962
-131
| -1% | -$23.5K | 0.1% | 125 |
|
|
2023
Q1 | $2.15M | Buy |
11,093
+1,452
| +15% | +$282K | 0.12% | 105 |
|
|
2022
Q4 | $1.68M | Buy |
9,641
+3,507
| +57% | +$610K | 0.1% | 119 |
|
|
2022
Q3 | $991K | Buy |
6,134
+451
| +8% | +$72.9K | 0.06% | 160 |
|
|
2022
Q2 | $1.04M | Sell |
5,683
-127
| -2% | -$23.2K | 0.06% | 160 |
|
|
2022
Q1 | $1.25M | Buy |
5,810
+377
| +7% | +$80.9K | 0.06% | 152 |
|
|
2021
Q4 | $1.16M | Buy |
5,433
+559
| +11% | +$120K | 0.06% | 153 |
|
|
2021
Q3 | $888K | Sell |
4,874
-260
| -5% | -$47.4K | 0.05% | 174 |
|
|
2021
Q2 | $1.07M | Buy |
5,134
+310
| +6% | +$64.5K | 0.06% | 147 |
|
|
2021
Q1 | $820K | Sell |
4,824
-90
| -2% | -$15.3K | 0.05% | 170 |
|
|
2020
Q4 | $828K | Buy |
4,914
+540
| +12% | +$91K | 0.05% | 157 |
|
|
2020
Q3 | $729K | Buy |
4,374
+1,079
| +33% | +$180K | 0.05% | 154 |
|
|
2020
Q2 | $366K | Buy |
3,295
+202
| +7% | +$22.4K | 0.03% | 199 |
|
|
2020
Q1 | $289K | Buy |
3,093
+663
| +27% | +$61.9K | 0.03% | 216 |
|
|
2019
Q4 | $284K | Sell |
2,430
-457
| -16% | -$53.4K | 0.03% | 255 |
|
|
2019
Q3 | $346K | Hold |
2,887
| – | – | 0.04% | 210 |
|
|
2019
Q2 | $298K | Sell |
2,887
-895
| -24% | -$92.4K | 0.03% | 222 |
|
|
2019
Q1 | $423K | Buy |
+3,782
| New | +$423K | 0.05% | 184 |
|
|
2018
Q4 | – | Sell |
-1,975
| Closed | -$231K | – | 286 |
|
|
2018
Q3 | $231K | Buy |
1,975
+60
| +3% | +$7.02K | 0.03% | 241 |
|
|
2018
Q2 | $203K | Sell |
1,915
-53
| -3% | -$5.62K | 0.03% | 283 |
|
|
2018
Q1 | $206K | Sell |
1,968
-336
| -15% | -$35.2K | 0.03% | 272 |
|
|
2017
Q4 | $275K | Buy |
2,304
+592
| +35% | +$70.7K | 0.03% | 230 |
|
|
2017
Q3 | $206K | Buy |
+1,712
| New | +$206K | 0.03% | 271 |
|
|
2016
Q4 | – | Sell |
-1,861
| Closed | -$204K | – | 200 |
|
|
2016
Q3 | $204K | Buy |
+1,861
| New | +$204K | 0.03% | 219 |
|
|
2015
Q3 | – | Sell |
-2,071
| Closed | -$201K | – | 208 |
|
|
2015
Q2 | $201K | Buy |
+2,071
| New | +$201K | 0.05% | 181 |
|
|
2015
Q1 | – | Sell |
-3,298
| Closed | -$367K | – | 202 |
|
|
2014
Q4 | $367K | Buy |
3,298
+637
| +24% | +$70.9K | 0.08% | 126 |
|
|
2014
Q3 | $262K | Buy |
+2,661
| New | +$262K | 0.06% | 161 |
|
|
2014
Q1 | – | Sell |
-2,212
| Closed | -$225K | – | 203 |
|
|
2013
Q4 | $225K | Buy |
+2,212
| New | +$225K | 0.05% | 172 |
|