Brown, Lisle/Cummings’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
Q3 | $679K | Buy |
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|
2025
Q2 | $655K | Buy |
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|
2025
Q1 | $673K | Buy |
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|
2024
Q4 | $610K | Buy |
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|
2024
Q3 | $610K | Buy |
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|
2024
Q2 | $469K | Buy |
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|
2024
Q1 | $353K | Buy |
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|
2023
Q4 | $373K | Buy |
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|
2023
Q3 | $265K | Buy |
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|
2023
Q2 | $293K | Buy |
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|
2023
Q1 | $298K | Buy |
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|
2022
Q4 | $249K | Buy |
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|
2022
Q3 | $222K | Hold |
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|
2022
Q2 | $251K | Buy |
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|
2022
Q1 | $267K | Hold |
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|
2021
Q4 | $267K | Buy |
|