Cornell Pochily Investment 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
Q3 | – | Sell |
-2,094
| Closed | -$211K | – | 186 |
|
|
2025
Q2 | $211K | Sell |
2,094
-55
| -3% | -$5.41K | 0.07% | 165 |
|
|
2025
Q1 | $236K | Buy |
2,149
+9
| +0.4% | +$1.08K | 0.08% | 150 |
|
|
2024
Q4 | $270K | Sell |
2,140
-57
| -3% | -$7.5K | 0.09% | 144 |
|
|
2024
Q3 | $300K | Buy |
2,197
+8
| +0.4% | +$1.05K | 0.1% | 144 |
|
|
2024
Q2 | $300K | Sell |
2,189
-93
| -4% | -$13.3K | 0.11% | 136 |
|
|
2024
Q1 | $339K | Buy |
2,282
+107
| +5% | +$16.3K | 0.13% | 130 |
|
|
2023
Q4 | $342K | Buy |
2,175
+31
| +1% | +$4.69K | 0.14% | 139 |
|
|
2023
Q3 | $334K | Buy |
2,144
+5
| +0.2% | +$863 | 0.15% | 132 |
|
|
2023
Q2 | $383K | Buy |
2,139
+4
| +0.2% | +$710 | 0.16% | 129 |
|
|
2023
Q1 | $414K | Buy |
2,135
+55
| +3% | +$10.1K | 0.18% | 126 |
|
|
2022
Q4 | $362K | Buy |
2,080
+5
| +0.2% | +$866 | 0.16% | 128 |
|
|
2022
Q3 | $335K | Sell |
2,075
-46
| -2% | -$8.71K | 0.15% | 130 |
|
|
2022
Q2 | $387K | Buy |
2,121
+70
| +3% | +$12.8K | 0.17% | 127 |
|
|
2022
Q1 | $440K | Buy |
2,051
+4
| +0.2% | +$850 | 0.17% | 119 |
|
|
2021
Q4 | $439K | Buy |
2,047
+3
| +0.1% | +$610 | 0.17% | 117 |
|
|
2021
Q3 | $372K | Buy |
2,044
+3
| +0.1% | +$592 | 0.16% | 128 |
|
|
2021
Q2 | $424K | Sell |
2,041
-160
| -7% | -$32K | 0.19% | 113 |
|
|
2021
Q1 | $374K | Buy |
2,201
+4
| +0.2% | +$647 | 0.18% | 116 |
|
|
2020
Q4 | $370K | Sell |
2,197
-12
| -0.5% | -$2.02K | 0.18% | 111 |
|
|
2020
Q3 | $368K | Sell |
2,209
-216
| -9% | -$31.4K | 0.21% | 103 |
|
|
2020
Q2 | $270K | Buy |
2,425
+6
| +0.2% | +$599 | 0.17% | 118 |
|
|
2020
Q1 | $226K | Buy |
2,419
+6
| +0.2% | +$622 | 0.17% | 113 |
|
|
2019
Q4 | $282K | Sell |
2,413
-165
| -6% | -$19.5K | 0.17% | 113 |
|
|
2019
Q3 | $309K | Sell |
2,578
-202
| -7% | -$23.1K | 0.2% | 108 |
|
|
2019
Q2 | $287 | Buy |
2,780
+134
| +5% | +$13.9K | 0.07% | 125 |
|
|
2019
Q1 | $295K | Sell |
2,646
-114
| -4% | -$12.1K | 0.2% | 106 |
|
|
2018
Q4 | $269K | Buy |
2,760
+454
| +20% | +$49.2K | 0.17% | 116 |
|
|
2018
Q3 | $269K | Buy |
2,306
+6
| +0.3% | +$706 | 0.18% | 110 |
|
|
2018
Q2 | $244K | Sell |
2,300
-82
| -3% | -$9.21K | 0.17% | 115 |
|
|
2018
Q1 | $249K | Buy |
2,382
+7
| +0.3% | +$809 | 0.18% | 115 |
|
|
2017
Q4 | $283K | Buy |
+2,375
| New | +$279K | 0.18% | 112 |
|
Other funds holding UPS
