Essex Investment Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.8K | Hold |
404
| – | – | 0.01% | 255 |
|
|
2025
Q1 | $44.4K | Hold |
404
| – | – | 0.01% | 251 |
|
|
2024
Q4 | $50.9K | Hold |
404
| – | – | 0.01% | 244 |
|
|
2024
Q3 | $55.1K | Hold |
404
| – | – | 0.01% | 254 |
|
|
2024
Q2 | $55.3K | Hold |
404
| – | – | 0.01% | 255 |
|
|
2024
Q1 | $60K | Hold |
404
| – | – | 0.01% | 249 |
|
|
2023
Q4 | $63.5K | Hold |
404
| – | – | 0.01% | 255 |
|
|
2023
Q3 | $63K | Hold |
404
| – | – | 0.01% | 306 |
|
|
2023
Q2 | $72.4K | Sell |
404
-35
| -8% | -$6.27K | 0.01% | 313 |
|
|
2023
Q1 | $85.2K | Hold |
439
| – | – | 0.01% | 313 |
|
|
2022
Q4 | $76K | Hold |
439
| – | – | 0.01% | 309 |
|
|
2022
Q3 | $71K | Sell |
439
-560
| -56% | -$90.6K | 0.01% | 309 |
|
|
2022
Q2 | $182K | Sell |
999
-102
| -9% | -$18.6K | 0.03% | 289 |
|
|
2022
Q1 | $236K | Hold |
1,101
| – | – | 0.03% | 295 |
|
|
2021
Q4 | $236K | Sell |
1,101
-25
| -2% | -$5.36K | 0.03% | 306 |
|
|
2021
Q3 | $205K | Hold |
1,126
| – | – | 0.03% | 318 |
|
|
2021
Q2 | $234K | Hold |
1,126
| – | – | 0.03% | 322 |
|
|
2021
Q1 | $191K | Sell |
1,126
-9
| -0.8% | -$1.53K | 0.02% | 340 |
|
|
2020
Q4 | $191K | Sell |
1,135
-2,877
| -72% | -$484K | 0.02% | 353 |
|
|
2020
Q3 | $669K | Buy |
4,012
+3,390
| +545% | +$565K | 0.1% | 271 |
|
|
2020
Q2 | $69K | Hold |
622
| – | – | 0.01% | 337 |
|
|
2020
Q1 | $58K | Hold |
622
| – | – | 0.01% | 324 |
|
|
2019
Q4 | $73K | Hold |
622
| – | – | 0.01% | 392 |
|
|
2019
Q3 | $75K | Hold |
622
| – | – | 0.01% | 385 |
|
|
2019
Q2 | $64K | Hold |
622
| – | – | 0.01% | 397 |
|
|
2019
Q1 | $70K | Hold |
622
| – | – | 0.01% | 388 |
|
|
2018
Q4 | $61K | Buy |
+622
| New | +$61K | 0.01% | 391 |
|