Edgemoor 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
Q2
$617K Buy
2019
Q1
Sell
2018
Q4
$4.66M Sell
2018
Q3
$9.36M Sell
2018
Q2
$8.71M Sell
2018
Q1
$8.7M Buy
2017
Q4
$11M Sell
2017
Q3
$10.3M Sell
2017
Q2
$9.61M Sell
2017
Q1
$9.47M Sell
2016
Q4
$10.5M Sell
2016
Q3
$10.1M Sell
2016
Q2
$10M Sell
2016
Q1
$9.92M Sell
2015
Q4
$9.36M Sell
2015
Q3
$9.81M Sell
2015
Q2
$9.74M Sell
2015
Q1
$10.2M Sell
2014
Q4
$12M Sell
2014
Q3
$10.6M Sell
2014
Q2
$11.2M Sell
2014
Q1
$10.9M Sell
2013
Q4
$11.8M Sell
2013
Q3
$10.3M Sell
2013
Q2
$9.89M Buy