BCM
BTC Capital Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,103
| Closed | -$1.4M | – | 207 |
|
|
2024
Q4 | $1.4M | Sell |
11,103
-2,132
| -16% | -$269K | 0.13% | 114 |
|
|
2024
Q3 | $1.8M | Sell |
13,235
-377
| -3% | -$51.4K | 0.16% | 105 |
|
|
2024
Q2 | $1.86M | Sell |
13,612
-784
| -5% | -$107K | 0.17% | 100 |
|
|
2024
Q1 | $2.14M | Buy |
+14,396
| New | +$2.14M | 0.2% | 102 |
|
|
2023
Q3 | $2.26M | Buy |
14,468
+1,006
| +7% | +$157K | 0.26% | 96 |
|
|
2023
Q2 | $2.42M | Buy |
13,462
+61
| +0.5% | +$11K | 0.26% | 99 |
|
|
2023
Q1 | $2.6M | Sell |
13,401
-135
| -1% | -$26.2K | 0.3% | 93 |
|
|
2022
Q4 | $2.35M | Sell |
13,536
-632
| -4% | -$110K | 0.28% | 100 |
|
|
2022
Q3 | $2.29M | Buy |
14,168
+2,159
| +18% | +$349K | 0.3% | 97 |
|
|
2022
Q2 | $2.19M | Buy |
12,009
+1,678
| +16% | +$306K | 0.27% | 103 |
|
|
2022
Q1 | $2.22M | Buy |
+10,331
| New | +$2.22M | 0.22% | 106 |
|