Edmond de Rothschild Holding’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 | $48.7K | Sell |
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|
2025
Q1 | $4.03M | Sell |
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|
2024
Q4 | $4.95M | Sell |
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|
2024
Q3 | $5.8M | Buy |
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|
2024
Q2 | $5.54M | Buy |
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|
2024
Q1 | $134K | Hold |
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|
2023
Q4 | $142K | Hold |
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|
2023
Q3 | $140K | Sell |
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|
2023
Q2 | $195K | Hold |
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|
2023
Q1 | $211K | Sell |
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|
2022
Q4 | $304K | Hold |
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|
2022
Q3 | $282K | Buy |
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|
2022
Q2 | $300K | Sell |
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|
2022
Q1 | $536K | Buy |
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|
2021
Q4 | $509K | Hold |
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|
2021
Q3 | $433K | Buy |
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|
2021
Q2 | $206K | Hold |
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|
2021
Q1 | $169K | Hold |
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|
2020
Q4 | $167K | Buy |
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|
2020
Q3 | $157K | Hold |
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|
2020
Q2 | $105K | Buy |
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|
2020
Q1 | $75K | Hold |
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|
2019
Q4 | $94K | Sell |
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|
2019
Q3 | $971K | Buy |
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|
2019
Q2 | $733K | Hold |
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|
2019
Q1 | $794K | Hold |
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|
2018
Q4 | $692K | Hold |
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|
2018
Q3 | $829K | Buy |
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|
2018
Q2 | $712K | Hold |
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|
2018
Q1 | $701K | Hold |
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|
2017
Q4 | $798K | Hold |
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|
2017
Q3 | $805K | Hold |
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|
2017
Q2 | $741K | Hold |
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|
2017
Q1 | $719K | Sell |
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|
2016
Q4 | $787K | Buy |
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|
2016
Q3 | $708K | Buy |
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|
2016
Q2 | $688K | Buy |
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|
2016
Q1 | $633K | Buy |
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|
2015
Q4 | $566K | Buy |
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|
2015
Q3 | $314K | Buy |
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