Choate Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.92M | Buy |
19,564
+244
| +1% | +$26.2K | 0.04% | 172 |
|
|
2025
Q4 | $1.92M | Buy |
19,320
+16,576
| +604% | +$1.55M | 0.04% | 159 |
|
|
2025
Q3 | $229K | Sell |
2,744
-284
| -9% | -$25.7K | ﹤0.01% | 385 |
|
|
2025
Q2 | $306K | Sell |
3,028
-2,350
| -44% | -$231K | 0.01% | 338 |
|
|
2025
Q1 | $592K | Buy |
5,378
+202
| +4% | +$24.2K | 0.01% | 240 |
|
|
2024
Q4 | $653K | Buy |
5,176
+308
| +6% | +$40.5K | 0.02% | 238 |
|
|
2024
Q3 | $664K | Sell |
4,868
-504
| -9% | -$66.2K | 0.02% | 234 |
|
|
2024
Q2 | $735K | Sell |
5,372
-522
| -9% | -$74.7K | 0.02% | 217 |
|
|
2024
Q1 | $876K | Buy |
5,894
+592
| +11% | +$90K | 0.02% | 212 |
|
|
2023
Q4 | $834K | Sell |
5,302
-991
| -16% | -$150K | 0.03% | 203 |
|
|
2023
Q3 | $981K | Buy |
6,293
+4,542
| +259% | +$784K | 0.04% | 164 |
|
|
2023
Q2 | $314K | Buy |
+1,751
| New | +$311K | 0.01% | 237 |
|
|
2017
Q4 | – | Sell |
-1,854
| Closed | -$223K | – | 247 |
|
|
2017
Q3 | $223K | Buy |
1,854
+17
| +0.9% | +$1.93K | 0.01% | 232 |
|
|
2017
Q2 | $203K | Buy |
+1,837
| New | +$196K | 0.01% | 241 |
|
|
2015
Q1 | – | Sell |
-91
| Closed | -$10.1K | – | 278 |
|
|
2014
Q4 | $10.1K | Buy |
+91
| New | +$9.6K | ﹤0.01% | 265 |
|
|
2014
Q3 | – | Sell |
-189
| Closed | -$19.4K | – | 298 |
|
|
2014
Q2 | $19.4K | Sell |
189
-1,932
| -91% | -$194K | ﹤0.01% | 284 |
|
|
2014
Q1 | $207K | Sell |
2,121
-85
| -4% | -$8.29K | 0.01% | 260 |
|
|
2013
Q4 | $232K | Sell |
2,206
-568
| -20% | -$55.9K | 0.02% | 243 |
|
|
2013
Q3 | $253K | Buy |
2,774
+119
| +4% | +$10.5K | 0.02% | 227 |
|
|
2013
Q2 | $230K | Buy |
+2,655
| New | +$228K | 0.02% | 234 |
|
Other funds holding UPS
VCM
VPM
