CIBC Private Wealth Group’s United Parcel Service UPS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$62.3M Buy
617,110
+298,364
+94% +$30.1M 0.11% 174
2025
Q1
$29.3M Buy
318,746
+173,850
+120% +$16M 0.06% 217
2024
Q4
$18.4M Sell
144,896
-9,771
-6% -$1.24M 0.03% 279
2024
Q3
$21.1M Sell
154,667
-3,469
-2% -$473K 0.04% 272
2024
Q2
$21.4M Sell
158,136
-4,288
-3% -$581K 0.04% 255
2024
Q1
$24M Buy
162,424
+4,447
+3% +$656K 0.05% 247
2023
Q4
$24.8M Sell
157,977
-102
-0.1% -$16K 0.05% 241
2023
Q3
$24.6M Sell
158,079
-4,047
-2% -$631K 0.06% 235
2023
Q2
$29.1M Buy
162,126
+45,277
+39% +$8.12M 0.06% 232
2023
Q1
$38.9M Sell
116,849
-978
-0.8% -$326K 0.09% 188
2022
Q4
$15.6M Sell
117,827
-4,207
-3% -$558K 0.05% 216
2022
Q3
$19.7M Buy
122,034
+668
+0.6% +$108K 0.05% 228
2022
Q2
$22.2M Buy
121,366
+948
+0.8% +$173K 0.06% 219
2022
Q1
$25.8M Sell
120,418
-5,821
-5% -$1.25M 0.06% 224
2021
Q4
$27.1M Buy
126,239
+11,707
+10% +$2.51M 0.06% 222
2021
Q3
$20.9M Sell
114,532
-3,087
-3% -$562K 0.05% 247
2021
Q2
$24.5M Sell
117,619
-630
-0.5% -$131K 0.06% 229
2021
Q1
$20.1M Sell
118,249
-90,222
-43% -$15.3M 0.05% 242
2020
Q4
$35.1M Buy
208,471
+137,300
+193% +$23.1M 0.09% 169
2020
Q3
$11.6M Buy
71,171
+21,484
+43% +$3.5M 0.04% 279
2020
Q2
$5.52M Sell
49,687
-29,949
-38% -$3.33M 0.03% 292
2020
Q1
$7.44M Buy
79,636
+6,400
+9% +$598K 0.03% 275
2019
Q4
$8.57M Sell
73,236
-691
-0.9% -$80.9K 0.03% 307
2019
Q3
$8.86M Sell
73,927
-1,255
-2% -$150K 0.03% 295
2019
Q2
$7.76M Buy
75,182
+637
+0.9% +$65.8K 0.03% 321
2019
Q1
$8.33M Sell
74,545
-11,362
-13% -$1.27M 0.03% 300
2018
Q4
$8.38M Sell
85,907
-11,433
-12% -$1.11M 0.04% 278
2018
Q3
$11.4M Sell
97,340
-7,569
-7% -$884K 0.04% 282
2018
Q2
$11.1M Sell
104,909
-13,574
-11% -$1.44M 0.05% 276
2018
Q1
$12.4M Sell
118,483
-373,356
-76% -$39.1M 0.05% 259
2017
Q4
$58.6M Sell
491,839
-3,917
-0.8% -$467K 0.25% 115
2017
Q3
$59.5M Buy
495,756
+291,868
+143% +$35.1M 0.27% 105
2017
Q2
$22.5M Sell
203,888
-82,302
-29% -$9.1M 0.14% 124
2017
Q1
$30.7M Sell
286,190
-29,384
-9% -$3.15M 0.19% 110
2016
Q4
$36.2M Sell
315,574
-16,259
-5% -$1.86M 0.24% 101
2016
Q3
$36.3M Sell
331,833
-1,134
-0.3% -$124K 0.25% 95
2016
Q2
$35.9M Sell
332,967
-18,140
-5% -$1.95M 0.26% 96
2016
Q1
$37M Buy
351,107
+556
+0.2% +$58.6K 0.29% 86
2015
Q4
$33.7M Buy
350,551
+9,257
+3% +$891K 0.26% 94
2015
Q3
$33.7M Buy
341,294
+6,087
+2% +$601K 0.28% 88
2015
Q2
$32.5M Buy
335,207
+3,807
+1% +$369K 0.24% 95
2015
Q1
$32.1M Buy
331,400
+9,034
+3% +$876K 0.24% 97
2014
Q4
$35.8M Buy
322,366
+875
+0.3% +$97.3K 0.27% 93
2014
Q3
$31.6M Sell
321,491
-1,556
-0.5% -$153K 0.25% 102
2014
Q2
$33.2M Sell
323,047
-32,081
-9% -$3.29M 0.27% 100
2014
Q1
$34.8M Buy
+355,128
New +$34.8M 0.3% 102