Essex Investment Management’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 | $40.8K | Hold |
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|
2025
Q1 | $44.4K | Hold |
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|
2024
Q4 | $50.9K | Hold |
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|
2024
Q3 | $55.1K | Hold |
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|
2024
Q2 | $55.3K | Hold |
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|
2024
Q1 | $60K | Hold |
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|
2023
Q4 | $63.5K | Hold |
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|
2023
Q3 | $63K | Hold |
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|
2023
Q2 | $72.4K | Sell |
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|
2023
Q1 | $85.2K | Hold |
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|
2022
Q4 | $76K | Hold |
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|
2022
Q3 | $71K | Sell |
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|
2022
Q2 | $182K | Sell |
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|
2022
Q1 | $236K | Hold |
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|
2021
Q4 | $236K | Sell |
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|
2021
Q3 | $205K | Hold |
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|
2021
Q2 | $234K | Hold |
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|
2021
Q1 | $191K | Sell |
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|
2020
Q4 | $191K | Sell |
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|
2020
Q3 | $669K | Buy |
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|
2020
Q2 | $69K | Hold |
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|
2020
Q1 | $58K | Hold |
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|
2019
Q4 | $73K | Hold |
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|
2019
Q3 | $75K | Hold |
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|
2019
Q2 | $64K | Hold |
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|
2019
Q1 | $70K | Hold |
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|
2018
Q4 | $61K | Buy |
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