Colonial Trust 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85M | Buy |
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|
2025
Q1 | $278K | Sell |
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|
2024
Q4 | $322K | Buy |
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|
2024
Q3 | $320K | Sell |
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|
2024
Q2 | $328K | Sell |
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|
2024
Q1 | $434K | Sell |
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|
2023
Q4 | $462K | Sell |
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|
2023
Q3 | $527K | Sell |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $1.18M | Sell |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $969K | Buy |
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|
2022
Q2 | $1.09M | Buy |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $1.22M | Buy |
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|
2021
Q3 | $998K | Buy |
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|
2021
Q2 | $1.12M | Hold |
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|
2021
Q1 | $919K | Sell |
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|
2020
Q4 | $917K | Buy |
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|
2020
Q3 | $903K | Hold |
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|
2020
Q2 | $602K | Buy |
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|
2020
Q1 | $490K | Sell |
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|
2019
Q4 | $620K | Hold |
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|
2019
Q3 | $635K | Sell |
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|
2019
Q2 | $549K | Buy |
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|
2019
Q1 | $592K | Sell |
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|
2018
Q4 | $523K | Hold |
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|
2018
Q3 | $626K | Hold |
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|
2018
Q2 | $569K | Hold |
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|
2018
Q1 | $561K | Sell |
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|
2017
Q4 | $846K | Buy |
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|
2017
Q3 | $651K | Hold |
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|
2017
Q2 | $599K | Hold |
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|
2017
Q1 | $564K | Sell |
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|
2016
Q4 | $628K | Buy |
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|
2016
Q3 | $598K | Hold |
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|
2016
Q2 | $589K | Hold |
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|
2016
Q1 | $577K | Sell |
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|
2015
Q4 | $532K | Hold |
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|
2015
Q3 | $546K | Hold |
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|
2015
Q2 | $536K | Hold |
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|
2015
Q1 | $536K | Sell |
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|
2014
Q4 | $621K | Hold |
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|
2014
Q3 | $549K | Hold |
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|
2014
Q2 | $574K | Hold |
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|
2014
Q1 | $544K | Sell |
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|
2013
Q4 | $594K | Hold |
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|
2013
Q3 | $516K | Hold |
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|
2013
Q2 | $489K | Buy |
|