Coastline Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $187K | Buy |
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|
2025
Q2 | $167K | Sell |
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|
2025
Q1 | $184K | Hold |
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|
2024
Q4 | $211K | Sell |
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|
2024
Q3 | $229K | Hold |
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|
2024
Q2 | $230K | Sell |
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|
2024
Q1 | $276K | Sell |
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|
2023
Q4 | $372K | Sell |
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|
2023
Q3 | $573K | Sell |
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|
2023
Q2 | $1M | Buy |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $943K | Sell |
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|
2022
Q3 | $1.43M | Sell |
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|
2022
Q2 | $1.76M | Buy |
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|
2022
Q1 | $2.04M | Sell |
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|
2021
Q4 | $2.08M | Buy |
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|
2021
Q3 | $1.69M | Sell |
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|
2021
Q2 | $1.93M | Sell |
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|
2021
Q1 | $1.64M | Sell |
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|
2020
Q4 | $1.63M | Sell |
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|
2020
Q3 | $1.63M | Sell |
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|
2020
Q2 | $1.51M | Sell |
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|
2020
Q1 | $1.28M | Sell |
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|
2019
Q4 | $1.61M | Buy |
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|
2019
Q3 | $1.63M | Sell |
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|
2019
Q2 | $1.6M | Buy |
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|
2019
Q1 | $1.67M | Buy |
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|
2018
Q4 | $1.45M | Buy |
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|
2018
Q3 | $1.71M | Sell |
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|
2018
Q2 | $1.6M | Buy |
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|
2018
Q1 | $1.46M | Sell |
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|
2017
Q4 | $1.78M | Sell |
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|
2017
Q3 | $1.8M | Buy |
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|
2017
Q2 | $1.61M | Hold |
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|
2017
Q1 | $1.56M | Hold |
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|
2016
Q4 | $1.67M | Sell |
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|
2016
Q3 | $1.63M | Buy |
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|
2016
Q2 | $1.59M | Buy |
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|
2016
Q1 | $1.54M | Buy |
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|
2015
Q4 | $1.39M | Buy |
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|
2015
Q3 | $1.42M | Hold |
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|
2015
Q2 | $1.39M | Hold |
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|
2015
Q1 | $1.39M | Buy |
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|
2014
Q4 | $1.56M | Buy |
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|
2014
Q3 | $1.27M | Hold |
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|
2014
Q2 | $1.33M | Hold |
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|
2014
Q1 | $1.26M | Hold |
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|
2013
Q4 | $1.36M | Buy |
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|
2013
Q3 | $1.17M | Hold |
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|
2013
Q2 | $1.11M | Buy |
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