Douglas Lane & Associates’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 |
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|
2025
Q2 | $220K | Sell |
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|
2025
Q1 | $259K | Sell |
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|
2024
Q4 | $341K | Sell |
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|
2024
Q3 | $394K | Sell |
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|
2024
Q2 | $396K | Sell |
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|
2024
Q1 | $483K | Buy |
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|
2023
Q4 | $481K | Sell |
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|
2023
Q3 | $495K | Sell |
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|
2023
Q2 | $582K | Buy |
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|
2023
Q1 | $630K | Sell |
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|
2022
Q4 | $606K | Sell |
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|
2022
Q3 | $578K | Buy |
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|
2022
Q2 | $627K | Sell |
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|
2022
Q1 | $759K | Buy |
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|
2021
Q4 | $752K | Sell |
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|
2021
Q3 | $672K | Buy |
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|
2021
Q2 | $735K | Buy |
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|
2021
Q1 | $597K | Sell |
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|
2020
Q4 | $720K | Buy |
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|
2020
Q3 | $698K | Sell |
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|
2020
Q2 | $471K | Buy |
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|
2020
Q1 | $385K | Sell |
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|
2019
Q4 | $516K | Sell |
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|
2019
Q3 | $679K | Sell |
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|
2019
Q2 | $650K | Sell |
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|
2019
Q1 | $730K | Sell |
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|
2018
Q4 | $741K | Sell |
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|
2018
Q3 | $931K | Sell |
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|
2018
Q2 | $894K | Sell |
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|
2018
Q1 | $891K | Sell |
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|
2017
Q4 | $1.02M | Sell |
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|
2017
Q3 | $1.11M | Sell |
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|
2017
Q2 | $1.32M | Sell |
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|
2017
Q1 | $2.13M | Sell |
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|
2016
Q4 | $3.05M | Sell |
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|
2016
Q3 | $3.06M | Sell |
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|
2016
Q2 | $3.22M | Buy |
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|
2016
Q1 | $3.1M | Buy |
|