CYG
Clean Yield Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
14,396
+206
| +1% | +$20.8K | 0.43% | 58 |
|
|
2025
Q1 | $1.56M | Sell |
14,190
-281
| -2% | -$30.9K | 0.51% | 56 |
|
|
2024
Q4 | $1.82M | Buy |
14,471
+467
| +3% | +$58.9K | 0.58% | 52 |
|
|
2024
Q3 | $1.91M | Buy |
14,004
+4,250
| +44% | +$579K | 0.61% | 52 |
|
|
2024
Q2 | $1.33M | Buy |
9,754
+1,952
| +25% | +$267K | 0.5% | 54 |
|
|
2024
Q1 | $1.16M | Buy |
7,802
+6,781
| +664% | +$1.01M | 0.45% | 56 |
|
|
2023
Q4 | $161K | Hold |
1,021
| – | – | 0.07% | 135 |
|
|
2023
Q3 | $159K | Hold |
1,021
| – | – | 0.07% | 129 |
|
|
2023
Q2 | $183K | Sell |
1,021
-100
| -9% | -$17.9K | 0.08% | 122 |
|
|
2023
Q1 | $217K | Sell |
1,121
-10
| -0.9% | -$1.94K | 0.09% | 119 |
|
|
2022
Q4 | $197K | Buy |
1,131
+10
| +0.9% | +$1.74K | 0.08% | 130 |
|
|
2022
Q3 | $181K | Hold |
1,121
| – | – | 0.08% | 128 |
|
|
2022
Q2 | $205K | Sell |
1,121
-250
| -18% | -$45.7K | 0.08% | 129 |
|
|
2022
Q1 | $294K | Buy |
1,371
+18
| +1% | +$3.86K | 0.1% | 119 |
|
|
2021
Q4 | $290K | Buy |
1,353
+100
| +8% | +$21.4K | 0.09% | 128 |
|
|
2021
Q3 | $228K | Buy |
1,253
+53
| +4% | +$9.64K | 0.07% | 143 |
|
|
2021
Q2 | $250K | Hold |
1,200
| – | – | 0.09% | 129 |
|
|
2021
Q1 | $204K | Sell |
1,200
-780
| -39% | -$133K | 0.08% | 142 |
|
|
2020
Q4 | $333K | Sell |
1,980
-23
| -1% | -$3.87K | 0.12% | 98 |
|
|
2020
Q3 | $334K | Buy |
2,003
+46
| +2% | +$7.67K | 0.14% | 93 |
|
|
2020
Q2 | $218K | Sell |
1,957
-290
| -13% | -$32.3K | 0.09% | 115 |
|
|
2020
Q1 | $210K | Sell |
2,247
-1,100
| -33% | -$103K | 0.1% | 112 |
|
|
2019
Q4 | $392K | Sell |
3,347
-50
| -1% | -$5.86K | 0.12% | 101 |
|
|
2019
Q3 | $407K | Buy |
3,397
+400
| +13% | +$47.9K | 0.13% | 94 |
|
|
2019
Q2 | $310K | Sell |
2,997
-852
| -22% | -$88.1K | 0.11% | 106 |
|
|
2019
Q1 | $430K | Sell |
3,849
-3,995
| -51% | -$446K | 0.17% | 89 |
|
|
2018
Q4 | $765K | Sell |
7,844
-2,820
| -26% | -$275K | 0.33% | 71 |
|
|
2018
Q3 | $1.25M | Sell |
10,664
-510
| -5% | -$59.5K | 0.5% | 62 |
|
|
2018
Q2 | $1.19M | Sell |
11,174
-173
| -2% | -$18.4K | 0.49% | 62 |
|
|
2018
Q1 | $1.19M | Sell |
11,347
-7,399
| -39% | -$775K | 0.5% | 62 |
|
|
2017
Q4 | $2.23M | Sell |
18,746
-245
| -1% | -$29.2K | 0.88% | 43 |
|
|
2017
Q3 | $2.28M | Sell |
18,991
-1,899
| -9% | -$228K | 0.93% | 40 |
|
|
2017
Q2 | $2.35M | Sell |
20,890
-215
| -1% | -$24.2K | 0.98% | 38 |
|
|
2017
Q1 | $2.27M | Sell |
21,105
-268
| -1% | -$28.8K | 0.95% | 38 |
|
|
2016
Q4 | $2.45M | Buy |
21,373
+30
| +0.1% | +$3.44K | 1.11% | 37 |
|
|
2016
Q3 | $2.33M | Buy |
21,343
+70
| +0.3% | +$7.66K | 1.01% | 35 |
|
|
2016
Q2 | $2.29M | Buy |
21,273
+640
| +3% | +$69K | 0.98% | 38 |
|
|
2016
Q1 | $2.17M | Sell |
20,633
-693
| -3% | -$73K | 0.97% | 41 |
|
|
2015
Q4 | $1.92M | Buy |
21,326
+2,554
| +14% | +$230K | 0.95% | 43 |
|
|
2015
Q3 | $1.93M | Buy |
18,772
+1,067
| +6% | +$110K | 0.91% | 45 |
|
|
2015
Q2 | $1.72M | Sell |
17,705
-723
| -4% | -$70.1K | 0.79% | 49 |
|
|
2015
Q1 | $1.79M | Sell |
18,428
-99
| -0.5% | -$9.6K | 0.77% | 48 |
|
|
2014
Q4 | $2.06M | Sell |
18,527
-50
| -0.3% | -$5.56K | 0.92% | 40 |
|
|
2014
Q3 | $1.83M | Buy |
18,577
+10,055
| +118% | +$988K | 0.88% | 45 |
|
|
2014
Q2 | $875K | Sell |
8,522
-25
| -0.3% | -$2.57K | 0.43% | 72 |
|
|
2014
Q1 | $832K | Hold |
8,547
| – | – | 0.43% | 72 |
|
|
2013
Q4 | $898K | Sell |
8,547
-25
| -0.3% | -$2.63K | 0.48% | 69 |
|
|
2013
Q3 | $783K | Buy |
8,572
+1,600
| +23% | +$146K | 0.42% | 69 |
|
|
2013
Q2 | $603K | Buy |
+6,972
| New | +$603K | 0.34% | 73 |
|