EWM
Empirical Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
13,712
+329
| +2% | +$33.2K | 0.03% | 271 |
|
|
2025
Q1 | $1.47M | Sell |
13,383
-61,666
| -82% | -$6.78M | 0.04% | 249 |
|
|
2024
Q4 | $9.46M | Buy |
75,049
+9,990
| +15% | +$1.26M | 0.26% | 81 |
|
|
2024
Q3 | $8.87M | Buy |
65,059
+13,820
| +27% | +$1.88M | 0.25% | 86 |
|
|
2024
Q2 | $7.01M | Sell |
51,239
-1,885
| -4% | -$258K | 0.21% | 92 |
|
|
2024
Q1 | $7.9M | Buy |
53,124
+4,484
| +9% | +$666K | 0.24% | 81 |
|
|
2023
Q4 | $7.65M | Buy |
48,640
+390
| +0.8% | +$61.3K | 0.25% | 79 |
|
|
2023
Q3 | $7.52M | Buy |
48,250
+1,623
| +3% | +$253K | 0.29% | 68 |
|
|
2023
Q2 | $8.36M | Buy |
46,627
+3,656
| +9% | +$655K | 0.34% | 61 |
|
|
2023
Q1 | $8.34M | Buy |
42,971
+4,003
| +10% | +$777K | 0.36% | 57 |
|
|
2022
Q4 | $6.77M | Buy |
38,968
+5,025
| +15% | +$874K | 0.32% | 64 |
|
|
2022
Q3 | $5.48M | Buy |
33,943
+6,957
| +26% | +$1.12M | 0.29% | 69 |
|
|
2022
Q2 | $4.93M | Buy |
26,986
+18,876
| +233% | +$3.45M | 0.26% | 75 |
|
|
2022
Q1 | $1.74M | Sell |
8,110
-98
| -1% | -$21K | 0.09% | 145 |
|
|
2021
Q4 | $1.76M | Buy |
8,208
+415
| +5% | +$89K | 0.09% | 148 |
|
|
2021
Q3 | $1.42M | Sell |
7,793
-62
| -0.8% | -$11.3K | 0.08% | 150 |
|
|
2021
Q2 | $1.63M | Buy |
7,855
+437
| +6% | +$90.9K | 0.1% | 129 |
|
|
2021
Q1 | $1.26M | Sell |
7,418
-848
| -10% | -$144K | 0.1% | 132 |
|
|
2020
Q4 | $1.39M | Buy |
8,266
+520
| +7% | +$87.6K | 0.11% | 126 |
|
|
2020
Q3 | $1.29M | Sell |
7,746
-1,134
| -13% | -$189K | 0.11% | 123 |
|
|
2020
Q2 | $987K | Buy |
8,880
+4,335
| +95% | +$482K | 0.09% | 127 |
|
|
2020
Q1 | $425K | Buy |
4,545
+200
| +5% | +$18.7K | 0.05% | 198 |
|
|
2019
Q4 | $509K | Sell |
4,345
-508
| -10% | -$59.5K | 0.06% | 184 |
|
|
2019
Q3 | $581K | Sell |
4,853
-117
| -2% | -$14K | 0.07% | 158 |
|
|
2019
Q2 | $513K | Buy |
+4,970
| New | +$513K | 0.07% | 151 |
|