Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $986K | Buy |
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|
2024
Q3 | $919K | Buy |
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|
2024
Q2 | $785K | Buy |
|
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|
2024
Q1 | $850K | Buy |
|
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|
2023
Q4 | $782K | Buy |
|
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|
2023
Q3 | $674K | Buy |
|
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|
2023
Q2 | $646K | Sell |
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|
2023
Q1 | $793K | Buy |
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|
2022
Q4 | $695K | Buy |
|
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|
2022
Q3 | $619K | Sell |
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|
2022
Q2 | $971K | Buy |
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|
2022
Q1 | $787K | Sell |
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|
2021
Q4 | $1.15M | Buy |
|
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|
2021
Q3 | $618K | Sell |
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|
2021
Q2 | $725K | Sell |
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|
2021
Q1 | $601K | Buy |
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|
2020
Q4 | $532K | Sell |
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|
2020
Q3 | $562K | Sell |
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|
2020
Q2 | $389K | Sell |
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|
2020
Q1 | $367K | Buy |
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|
2019
Q4 | $191K | Buy |
|
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|
2019
Q3 | $52K | Sell |
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|
2019
Q2 | $211K | Buy |
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|
2019
Q1 | $214K | Buy |
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|
2018
Q4 | $172K | Buy |
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|
2018
Q3 | $115K | Buy |
|