Essex Financial Services’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 | $959K | Buy |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $858K | Sell |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.2M | Buy |
|
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|
2024
Q1 | $837K | Buy |
|
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|
2023
Q4 | $816K | Buy |
|
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|
2023
Q3 | $766K | Sell |
|
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|
2023
Q2 | $938K | Sell |
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|
2023
Q1 | $1.28M | Sell |
|
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|
2022
Q4 | $1.22M | Sell |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $1.29M | Sell |
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|
2022
Q1 | $1.56M | Sell |
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|
2021
Q4 | $1.72M | Sell |
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|
2021
Q3 | $1.51M | Buy |
|
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|
2021
Q2 | $823K | Hold |
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|
2021
Q1 | $823K | Buy |
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|
2020
Q4 | $683K | Sell |
|
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|
2020
Q3 | $727K | Buy |
|
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|
2020
Q2 | $445K | Buy |
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|
2020
Q1 | $269K | Buy |
|
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|
2019
Q4 | $296K | Sell |
|
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|
2019
Q3 | $321K | Sell |
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|
2019
Q2 | $291K | Buy |
|
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|
2019
Q1 | $259K | Sell |
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|
2018
Q4 | $298K | Sell |
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|
2018
Q3 | $434K | Sell |
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|
2018
Q2 | $454K | Hold |
|
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|
2018
Q1 | $447K | Buy |
|
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|
2017
Q4 | $463K | Buy |
|
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|
2017
Q3 | $449K | Sell |
|
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|
2017
Q2 | $496K | Buy |
|
|||||
|
2017
Q1 | $460K | Sell |
|
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|
2016
Q4 | $554K | Buy |
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|
2016
Q3 | $524K | Buy |
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|
2016
Q2 | $478K | Sell |
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|
2016
Q1 | $536K | Buy |
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|
2015
Q4 | $450K | Sell |
|
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|
2015
Q3 | $474K | Hold |
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|
2015
Q2 | $465K | Buy |
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|
2015
Q1 | $456K | Buy |
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|
2014
Q4 | $400K | Buy |
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|
2014
Q3 | $206K | Sell |
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|
2014
Q2 | $221K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $213K | Buy |
|