Coldstream Capital Management’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
Q2 | $1.05M | Sell |
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|
2025
Q1 | $1.16M | Sell |
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|
2024
Q4 | $1.52M | Sell |
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|
2024
Q3 | $1.77M | Buy |
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|
2024
Q2 | $1.54M | Sell |
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|
2024
Q1 | $1.82M | Sell |
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|
2023
Q4 | $4.53M | Buy |
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|
2023
Q3 | $4.11M | Sell |
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|
2023
Q2 | $4.99M | Sell |
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|
2023
Q1 | $5.6M | Buy |
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|
2022
Q4 | $4.91M | Buy |
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|
2022
Q2 | $4.88M | Buy |
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|
2022
Q1 | $5.35M | Sell |
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|
2021
Q4 | $5.5M | Buy |
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|
2021
Q3 | $604K | Sell |
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|
2021
Q2 | $4.67M | Sell |
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|
2021
Q1 | $3.86M | Buy |
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|
2020
Q4 | $633K | Buy |
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|
2020
Q3 | $411K | Buy |
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|
2020
Q2 | $256K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $214K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $336K | Buy |
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|
2017
Q3 | $320K | Buy |
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|
2017
Q2 | $241K | Buy |
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|
2017
Q1 | $213K | Sell |
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|
2016
Q4 | $2.08M | Sell |
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|
2016
Q3 | $2.04M | Sell |
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|
2016
Q2 | $2.03M | Sell |
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|
2016
Q1 | $2.01M | Sell |
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|
2015
Q4 | $2.03M | Buy |
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|
2015
Q3 | $2.03M | Sell |
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|
2015
Q2 | $2.1M | Buy |
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|
2015
Q1 | $1.99M | Buy |
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|
2014
Q4 | $2.24M | Buy |
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|
2014
Q3 | $1.89M | Buy |
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