Caldwell Trust’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
12,857
-1,271
|
|
||||
|
2025
Q1 | $1.55M | Sell |
14,128
-708
|
|
||||
|
2024
Q4 | $1.87M | Sell |
14,836
-544
|
|
||||
|
2024
Q3 | $2.1M | Sell |
15,380
-757
|
|
||||
|
2024
Q2 | $2.21M | Buy |
16,137
+1,047
|
|
||||
|
2024
Q1 | $2.24M | Sell |
15,090
-23,471
|
|
||||
|
2023
Q4 | $6.06M | Sell |
38,561
-873
|
|
||||
|
2023
Q3 | $6.15M | Sell |
39,434
-399
|
|
||||
|
2023
Q2 | $7.14M | Buy |
39,833
+30,331
|
|
||||
|
2023
Q1 | $1.84M | Sell |
9,502
-164
|
|
||||
|
2022
Q4 | $1.68M | Buy |
9,666
+326
|
|
||||
|
2022
Q3 | $1.51M | Buy |
9,340
+487
|
|
||||
|
2022
Q2 | $1.62M | Buy |
8,853
+1,086
|
|
||||
|
2022
Q1 | $1.67M | Buy |
7,767
+251
|
|
||||
|
2021
Q4 | $1.61M | Buy |
7,516
+98
|
|
||||
|
2021
Q3 | $1.35M | Buy |
7,418
+1,330
|
|
||||
|
2021
Q2 | $1.27M | Buy |
6,088
+732
|
|
||||
|
2021
Q1 | $910K | Buy |
5,356
+604
|
|
||||
|
2020
Q4 | $800K | Buy |
4,752
+694
|
|
||||
|
2020
Q3 | $676K | Sell |
4,058
-437
|
|
||||
|
2020
Q2 | $500K | Sell |
4,495
-87
|
|
||||
|
2020
Q1 | $428K | Buy |
4,582
+78
|
|
||||
|
2019
Q4 | $527K | Buy |
+4,504
|
|