Crestwood Advisors Group’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 | $205K | Sell |
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|
2025
Q2 | $269K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $368K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $209K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $369K | Sell |
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|
2022
Q3 | $381K | Buy |
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|
2022
Q2 | $359K | Buy |
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|
2022
Q1 | $404K | Sell |
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|
2021
Q4 | $430K | Sell |
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|
2021
Q3 | $374K | Buy |
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|
2021
Q2 | $343K | Sell |
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|
2021
Q1 | $291K | Sell |
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|
2020
Q4 | $295K | Buy |
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|
2020
Q3 | $273K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $204K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $160K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $893K | Sell |
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|
2016
Q1 | $952K | Sell |
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|
2015
Q4 | $878K | Hold |
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|
2015
Q3 | $901K | Sell |
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|
2015
Q2 | $906K | Buy |
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|
2015
Q1 | $311K | Buy |
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|
2014
Q4 | $313K | Sell |
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|
2014
Q3 | $286K | Sell |
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|
2014
Q2 | $309K | Sell |
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|
2014
Q1 | $305K | Sell |
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|
2013
Q4 | $419K | Buy |
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|
2013
Q3 | $289K | Sell |
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|
2013
Q2 | $295K | Buy |
|