Cambridge Investment Research Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Buy |
193,306
+26,363
| +16% | +$2.66M | 0.06% | 320 |
|
|
2025
Q1 | $18.4M | Buy |
166,943
+18,692
| +13% | +$2.06M | 0.06% | 311 |
|
|
2024
Q4 | $18.7M | Buy |
148,251
+7,789
| +6% | +$982K | 0.06% | 303 |
|
|
2024
Q3 | $19.2M | Buy |
140,462
+14,573
| +12% | +$1.99M | 0.07% | 295 |
|
|
2024
Q2 | $17.2M | Sell |
125,889
-4,501
| -3% | -$616K | 0.06% | 299 |
|
|
2024
Q1 | $19.4M | Buy |
130,390
+4,355
| +3% | +$647K | 0.07% | 259 |
|
|
2023
Q4 | $19.8M | Buy |
126,035
+5,088
| +4% | +$800K | 0.08% | 229 |
|
|
2023
Q3 | $18.9M | Buy |
120,947
+3,245
| +3% | +$506K | 0.09% | 229 |
|
|
2023
Q2 | $21.1M | Sell |
117,702
-1,017
| -0.9% | -$182K | 0.1% | 204 |
|
|
2023
Q1 | $23M | Buy |
118,719
+1,757
| +2% | +$341K | 0.11% | 191 |
|
|
2022
Q4 | $20.3M | Buy |
116,962
+7,134
| +6% | +$1.24M | 0.11% | 193 |
|
|
2022
Q3 | $17.7M | Buy |
109,828
+446
| +0.4% | +$72K | 0.1% | 206 |
|
|
2022
Q2 | $20M | Sell |
109,382
-15,545
| -12% | -$2.84M | 0.11% | 195 |
|
|
2022
Q1 | $26.8M | Buy |
124,927
+1,018
| +0.8% | +$218K | 0.12% | 176 |
|
|
2021
Q4 | $26.6M | Buy |
123,909
+816
| +0.7% | +$175K | 0.12% | 182 |
|
|
2021
Q3 | $22.4M | Sell |
123,093
-10,378
| -8% | -$1.89M | 0.11% | 190 |
|
|
2021
Q2 | $27.8M | Sell |
133,471
-13,768
| -9% | -$2.86M | 0.13% | 159 |
|
|
2021
Q1 | $25M | Buy |
147,239
+10,012
| +7% | +$1.7M | 0.14% | 158 |
|
|
2020
Q4 | $23.1M | Sell |
137,227
-1,578
| -1% | -$266K | 0.14% | 150 |
|
|
2020
Q3 | $23.1M | Buy |
138,805
+5,523
| +4% | +$920K | 0.16% | 140 |
|
|
2020
Q2 | $14.8M | Buy |
133,282
+33,577
| +34% | +$3.73M | 0.11% | 188 |
|
|
2020
Q1 | $9.31M | Sell |
99,705
-10,783
| -10% | -$1.01M | 0.09% | 216 |
|
|
2019
Q4 | $12.9M | Buy |
110,488
+13,636
| +14% | +$1.6M | 0.1% | 209 |
|
|
2019
Q3 | $11.6M | Buy |
96,852
+2,401
| +3% | +$288K | 0.1% | 203 |
|
|
2019
Q2 | $9.75M | Buy |
94,451
+3,880
| +4% | +$401K | 0.09% | 227 |
|
|
2019
Q1 | $10.1M | Sell |
90,571
-28,106
| -24% | -$3.14M | 0.1% | 205 |
|
|
2018
Q4 | $11.6M | Buy |
118,677
+7,374
| +7% | +$719K | 0.13% | 159 |
|
|
2018
Q3 | $13M | Buy |
111,303
+2,385
| +2% | +$278K | 0.12% | 166 |
|
|
2018
Q2 | $11.6M | Sell |
108,918
-13,283
| -11% | -$1.41M | 0.12% | 165 |
|
|
2018
Q1 | $12.8M | Buy |
122,201
+74
| +0.1% | +$7.75K | 0.14% | 140 |
|
|
2017
Q4 | $14.6M | Buy |
122,127
+7,802
| +7% | +$930K | 0.17% | 122 |
|
|
2017
Q3 | $13.7M | Buy |
114,325
+314
| +0.3% | +$37.7K | 0.18% | 112 |
|
|
2017
Q2 | $12.6M | Buy |
114,011
+7,563
| +7% | +$836K | 0.19% | 107 |
|
|
2017
Q1 | $11.4M | Buy |
106,448
+26,125
| +33% | +$2.8M | 0.2% | 102 |
|
|
2016
Q4 | $9.21M | Buy |
80,323
+10,174
| +15% | +$1.17M | 0.17% | 117 |
|
|
2016
Q3 | $7.67M | Buy |
70,149
+3,796
| +6% | +$415K | 0.14% | 131 |
|
|
2016
Q2 | $7.15M | Buy |
66,353
+12,475
| +23% | +$1.34M | 0.15% | 129 |
|
|
2016
Q1 | $5.68M | Buy |
53,878
+4,421
| +9% | +$466K | 0.13% | 148 |
|
|
2015
Q4 | $4.76M | Buy |
49,457
+6,614
| +15% | +$636K | 0.11% | 164 |
|
|
2015
Q3 | $4.23M | Buy |
42,843
+2,930
| +7% | +$289K | 0.12% | 164 |
|
|
2015
Q2 | $3.87M | Buy |
39,913
+6,066
| +18% | +$588K | 0.11% | 190 |
|
|
2015
Q1 | $3.28M | Sell |
33,847
-1,493
| -4% | -$145K | 0.09% | 215 |
|
|
2014
Q4 | $3.93M | Buy |
35,340
+3,415
| +11% | +$380K | 0.12% | 163 |
|
|
2014
Q3 | $3.14M | Buy |
31,925
+448
| +1% | +$44K | 0.09% | 209 |
|
|
2014
Q2 | $3.23M | Buy |
31,477
+1,351
| +4% | +$139K | 0.11% | 174 |
|
|
2014
Q1 | $2.93M | Buy |
30,126
+2,099
| +7% | +$204K | 0.11% | 171 |
|
|
2013
Q4 | $2.95M | Buy |
28,027
+2,505
| +10% | +$263K | 0.12% | 166 |
|
|
2013
Q3 | $2.33M | Buy |
25,522
+805
| +3% | +$73.6K | 0.1% | 194 |
|
|
2013
Q2 | $2.14M | Buy |
+24,717
| New | +$2.14M | 0.11% | 189 |
|