Ellis Investment Partners’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 | $215K | Sell |
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|
2025
Q2 | $270K | Sell |
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|
2025
Q1 | $316K | Sell |
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|
2024
Q4 | $368K | Sell |
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|
2024
Q3 | $491K | Sell |
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|
2024
Q2 | $509K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $233K | Buy |
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|
2022
Q4 | $208K | Buy |
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|
2022
Q3 | $191K | Buy |
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|
2022
Q2 | $215K | Buy |
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|
2022
Q1 | $251K | Buy |
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|
2021
Q4 | $249K | Buy |
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|
2021
Q3 | $211K | Buy |
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|
2021
Q2 | $240K | Buy |
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|
2021
Q1 | $196K | Buy |
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|
2020
Q4 | $193K | Buy |
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|
2020
Q3 | $175K | Buy |
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|
2020
Q2 | $119K | Buy |
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|
2020
Q1 | $93K | Buy |
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|
2019
Q4 | $120K | Buy |
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|
2019
Q3 | $118K | Buy |
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|
2019
Q2 | $104K | Buy |
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