Evercore Wealth 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 | $2.25M | Sell |
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|
2025
Q1 | $4.09M | Sell |
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|
2024
Q4 | $7.83M | Buy |
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|
2024
Q3 | $6.17M | Sell |
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|
2024
Q2 | $7.98M | Sell |
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|
2024
Q1 | $9.01M | Sell |
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|
2023
Q4 | $9.9M | Sell |
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|
2023
Q3 | $12M | Sell |
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|
2023
Q2 | $14.5M | Sell |
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|
2023
Q1 | $15.9M | Buy |
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|
2022
Q4 | $7.7M | Buy |
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|
2022
Q3 | $6.66M | Buy |
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|
2022
Q2 | $7.52M | Sell |
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|
2022
Q1 | $8.87M | Sell |
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|
2021
Q4 | $9.04M | Buy |
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|
2021
Q3 | $7.68M | Sell |
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|
2021
Q2 | $8.92M | Sell |
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|
2021
Q1 | $7.9M | Sell |
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|
2020
Q4 | $8.62M | Sell |
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|
2020
Q3 | $8.57M | Sell |
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|
2020
Q2 | $6.14M | Sell |
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|
2020
Q1 | $5.53M | Sell |
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|
2019
Q4 | $7.68M | Sell |
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|
2019
Q3 | $8.09M | Buy |
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|
2019
Q2 | $6.72M | Buy |
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|
2019
Q1 | $6.65M | Sell |
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|
2018
Q4 | $6.63M | Sell |
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|
2018
Q3 | $8.07M | Sell |
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|
2018
Q2 | $7.95M | Buy |
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|
2018
Q1 | $7.77M | Sell |
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|
2017
Q4 | $9.23M | Buy |
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|
2017
Q3 | $9.14M | Sell |
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|
2017
Q2 | $8.42M | Sell |
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|
2017
Q1 | $8.49M | Sell |
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|
2016
Q4 | $9.38M | Sell |
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|
2016
Q3 | $8.96M | Sell |
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|
2016
Q2 | $8.89M | Sell |
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|
2016
Q1 | $9.02M | Sell |
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|
2015
Q4 | $9.18M | Sell |
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|
2015
Q3 | $17.4M | Sell |
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|
2015
Q2 | $17.1M | Sell |
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|
2015
Q1 | $17.7M | Sell |
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|
2014
Q4 | $20.4M | Sell |
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|
2014
Q3 | $19.1M | Sell |
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|
2014
Q2 | $20.5M | Sell |
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|
2014
Q1 | $19.6M | Sell |
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|
2013
Q4 | $21.6M | Buy |
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|
2013
Q3 | $18.6M | Sell |
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|
2013
Q2 | $18.1M | Buy |
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