EFS
Essex Financial Services’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959K | Buy |
9,502
+87
| +0.9% | +$8.78K | 0.06% | 260 |
|
|
2025
Q1 | $1.04M | Buy |
9,415
+2,608
| +38% | +$287K | 0.07% | 223 |
|
|
2024
Q4 | $858K | Sell |
6,807
-1,344
| -16% | -$169K | 0.06% | 261 |
|
|
2024
Q3 | $1.07M | Sell |
8,151
-1,390
| -15% | -$183K | 0.08% | 225 |
|
|
2024
Q2 | $1.2M | Buy |
9,541
+3,910
| +69% | +$493K | 0.09% | 203 |
|
|
2024
Q1 | $837K | Buy |
5,631
+441
| +8% | +$65.5K | 0.08% | 228 |
|
|
2023
Q4 | $816K | Buy |
5,190
+277
| +6% | +$43.6K | 0.08% | 226 |
|
|
2023
Q3 | $766K | Sell |
4,913
-321
| -6% | -$50K | 0.09% | 215 |
|
|
2023
Q2 | $938K | Sell |
5,234
-1,367
| -21% | -$245K | 0.11% | 180 |
|
|
2023
Q1 | $1.28M | Sell |
6,601
-427
| -6% | -$82.8K | 0.13% | 156 |
|
|
2022
Q4 | $1.22M | Sell |
7,028
-109
| -2% | -$18.9K | 0.13% | 155 |
|
|
2022
Q3 | $1.15M | Buy |
7,137
+88
| +1% | +$14.2K | 0.14% | 149 |
|
|
2022
Q2 | $1.29M | Sell |
7,049
-230
| -3% | -$42K | 0.14% | 141 |
|
|
2022
Q1 | $1.56M | Sell |
7,279
-762
| -9% | -$163K | 0.15% | 142 |
|
|
2021
Q4 | $1.72M | Sell |
8,041
-266
| -3% | -$57K | 0.17% | 123 |
|
|
2021
Q3 | $1.51M | Buy |
8,307
+3,467
| +72% | +$631K | 0.17% | 135 |
|
|
2021
Q2 | $823K | Hold |
4,840
| – | – | 0.12% | 180 |
|
|
2021
Q1 | $823K | Buy |
4,840
+785
| +19% | +$133K | 0.15% | 151 |
|
|
2020
Q4 | $683K | Sell |
4,055
-310
| -7% | -$52.2K | 0.14% | 155 |
|
|
2020
Q3 | $727K | Buy |
4,365
+367
| +9% | +$61.1K | 0.18% | 120 |
|
|
2020
Q2 | $445K | Buy |
3,998
+1,115
| +39% | +$124K | 0.14% | 141 |
|
|
2020
Q1 | $269K | Buy |
2,883
+356
| +14% | +$33.2K | 0.1% | 194 |
|
|
2019
Q4 | $296K | Sell |
2,527
-152
| -6% | -$17.8K | 0.08% | 208 |
|
|
2019
Q3 | $321K | Sell |
2,679
-140
| -5% | -$16.8K | 0.1% | 177 |
|
|
2019
Q2 | $291K | Buy |
2,819
+500
| +22% | +$51.6K | 0.09% | 184 |
|
|
2019
Q1 | $259K | Sell |
2,319
-736
| -24% | -$82.2K | 0.08% | 194 |
|
|
2018
Q4 | $298K | Sell |
3,055
-665
| -18% | -$64.9K | 0.09% | 177 |
|
|
2018
Q3 | $434K | Sell |
3,720
-550
| -13% | -$64.2K | 0.1% | 175 |
|
|
2018
Q2 | $454K | Hold |
4,270
| – | – | 0.11% | 169 |
|
|
2018
Q1 | $447K | Buy |
4,270
+385
| +10% | +$40.3K | 0.09% | 215 |
|
|
2017
Q4 | $463K | Buy |
3,885
+150
| +4% | +$17.9K | 0.11% | 164 |
|
|
2017
Q3 | $449K | Sell |
3,735
-750
| -17% | -$90.2K | 0.11% | 161 |
|
|
2017
Q2 | $496K | Buy |
4,485
+200
| +5% | +$22.1K | 0.1% | 191 |
|
|
2017
Q1 | $460K | Sell |
4,285
-550
| -11% | -$59K | 0.11% | 188 |
|
|
2016
Q4 | $554K | Buy |
4,835
+47
| +1% | +$5.39K | 0.12% | 163 |
|
|
2016
Q3 | $524K | Buy |
4,788
+353
| +8% | +$38.6K | 0.12% | 157 |
|
|
2016
Q2 | $478K | Sell |
4,435
-645
| -13% | -$69.5K | 0.12% | 170 |
|
|
2016
Q1 | $536K | Buy |
5,080
+405
| +9% | +$42.7K | 0.13% | 159 |
|
|
2015
Q4 | $450K | Sell |
4,675
-125
| -3% | -$12K | 0.11% | 185 |
|
|
2015
Q3 | $474K | Hold |
4,800
| – | – | 0.12% | 179 |
|
|
2015
Q2 | $465K | Buy |
4,800
+100
| +2% | +$9.69K | 0.12% | 189 |
|
|
2015
Q1 | $456K | Buy |
4,700
+1,100
| +31% | +$107K | 0.12% | 195 |
|
|
2014
Q4 | $400K | Buy |
3,600
+1,500
| +71% | +$167K | 0.1% | 200 |
|
|
2014
Q3 | $206K | Sell |
2,100
-48
| -2% | -$4.71K | 0.06% | 278 |
|
|
2014
Q2 | $221K | Buy |
+2,148
| New | +$221K | 0.07% | 273 |
|
|
2014
Q1 | – | Sell |
-2,023
| Closed | -$213K | – | 295 |
|
|
2013
Q4 | $213K | Buy |
+2,023
| New | +$213K | 0.07% | 255 |
|