EIA
Edgemoor Investment Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Buy |
+6,115
| New | +$617K | 0.05% | 112 |
|
|
2019
Q1 | – | Sell |
-47,727
| Closed | -$4.66M | – | 142 |
|
|
2018
Q4 | $4.66M | Sell |
47,727
-32,453
| -40% | -$3.17M | 0.69% | 42 |
|
|
2018
Q3 | $9.36M | Sell |
80,180
-1,814
| -2% | -$212K | 1.16% | 31 |
|
|
2018
Q2 | $8.71M | Sell |
81,994
-1,136
| -1% | -$121K | 1.16% | 30 |
|
|
2018
Q1 | $8.7M | Buy |
83,130
+50
| +0.1% | +$5.23K | 1.16% | 34 |
|
|
2017
Q4 | $11M | Sell |
83,080
-2,580
| -3% | -$343K | 1.39% | 25 |
|
|
2017
Q3 | $10.3M | Sell |
85,660
-1,298
| -1% | -$156K | 1.39% | 27 |
|
|
2017
Q2 | $9.61M | Sell |
86,958
-1,344
| -2% | -$149K | 1.31% | 29 |
|
|
2017
Q1 | $9.48M | Sell |
88,302
-2,865
| -3% | -$307K | 1.35% | 31 |
|
|
2016
Q4 | $10.5M | Sell |
91,167
-1,354
| -1% | -$155K | 1.59% | 23 |
|
|
2016
Q3 | $10.1M | Sell |
92,521
-575
| -0.6% | -$62.9K | 1.56% | 20 |
|
|
2016
Q2 | $10M | Sell |
93,096
-960
| -1% | -$103K | 1.58% | 17 |
|
|
2016
Q1 | $9.92M | Sell |
94,056
-3,224
| -3% | -$340K | 1.55% | 19 |
|
|
2015
Q4 | $9.36M | Sell |
97,280
-2,154
| -2% | -$207K | 1.41% | 20 |
|
|
2015
Q3 | $9.81M | Sell |
99,434
-1,036
| -1% | -$102K | 1.49% | 23 |
|
|
2015
Q2 | $9.74M | Sell |
100,470
-4,396
| -4% | -$426K | 1.42% | 21 |
|
|
2015
Q1 | $10.2M | Sell |
104,866
-2,751
| -3% | -$267K | 1.44% | 24 |
|
|
2014
Q4 | $12M | Sell |
107,617
-740
| -0.7% | -$82.3K | 1.76% | 20 |
|
|
2014
Q3 | $10.6M | Sell |
108,357
-796
| -0.7% | -$78.2K | 1.56% | 22 |
|
|
2014
Q2 | $11.2M | Sell |
109,153
-2,577
| -2% | -$265K | 1.65% | 23 |
|
|
2014
Q1 | $10.9M | Sell |
111,730
-222
| -0.2% | -$21.6K | 1.72% | 19 |
|
|
2013
Q4 | $11.8M | Sell |
111,952
-722
| -0.6% | -$75.9K | 1.86% | 14 |
|
|
2013
Q3 | $10.3M | Sell |
112,674
-1,730
| -2% | -$158K | 1.8% | 19 |
|
|
2013
Q2 | $9.89M | Buy |
+114,404
| New | +$9.89M | 1.75% | 20 |
|