Creative Planning’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 | $25.7M | Buy |
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|
2025
Q1 | $25.6M | Sell |
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|
2024
Q4 | $31.2M | Buy |
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|
2024
Q3 | $33.4M | Buy |
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|
2024
Q2 | $32.5M | Sell |
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|
2024
Q1 | $35.8M | Sell |
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|
2023
Q4 | $52.2M | Buy |
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|
2023
Q3 | $37.1M | Buy |
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|
2023
Q2 | $39.9M | Buy |
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|
2023
Q1 | $43M | Buy |
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|
2022
Q4 | $38.1M | Buy |
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|
2022
Q3 | $35.2M | Buy |
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|
2022
Q2 | $39.5M | Sell |
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|
2022
Q1 | $52.2M | Buy |
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|
2021
Q4 | $43.5M | Sell |
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|
2021
Q3 | $37.6M | Buy |
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|
2021
Q2 | $33.5M | Sell |
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|
2021
Q1 | $39.8M | Buy |
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|
2020
Q4 | $31.4M | Buy |
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|
2020
Q3 | $29.8M | Buy |
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|
2020
Q2 | $18.2M | Buy |
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|
2020
Q1 | $15.3M | Buy |
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|
2019
Q4 | $19M | Sell |
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|
2019
Q3 | $21.9M | Buy |
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|
2019
Q2 | $18.1M | Buy |
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|
2019
Q1 | $16.7M | Sell |
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|
2018
Q4 | $15.3M | Buy |
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|
2018
Q3 | $17.5M | Buy |
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|
2018
Q2 | $15.9M | Sell |
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|
2018
Q1 | $20.4M | Sell |
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|
2017
Q4 | $24.2M | Buy |
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|
2017
Q3 | $23.2M | Buy |
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|
2017
Q2 | $20.8M | Sell |
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|
2017
Q1 | $20.8M | Buy |
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|
2016
Q4 | $19.7M | Buy |
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|
2016
Q3 | $18.6M | Buy |
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|
2016
Q2 | $16.6M | Buy |
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|
2016
Q1 | $15.8M | Buy |
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|
2015
Q4 | $13.6M | Buy |
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|
2015
Q3 | $9.79M | Buy |
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|
2015
Q2 | $7.79M | Sell |
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|
2015
Q1 | $7.91M | Buy |
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|
2014
Q4 | $5.1M | Buy |
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|
2014
Q3 | $4.21M | Buy |
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|
2014
Q2 | $4.27M | Sell |
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|
2014
Q1 | $5.07M | Sell |
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|
2013
Q4 | $5.72M | Buy |
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|
2013
Q3 | $3.53M | Buy |
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|
2013
Q2 | $2.12M | Buy |
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