EWM
Evercore Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Sell |
22,305
-14,921
| -40% | -$1.51M | 0.04% | 148 |
|
|
2025
Q1 | $4.09M | Sell |
37,226
-24,891
| -40% | -$2.74M | 0.07% | 105 |
|
|
2024
Q4 | $7.83M | Buy |
62,117
+16,880
| +37% | +$2.13M | 0.12% | 83 |
|
|
2024
Q3 | $6.17M | Sell |
45,237
-13,041
| -22% | -$1.78M | 0.09% | 90 |
|
|
2024
Q2 | $7.98M | Sell |
58,278
-2,328
| -4% | -$319K | 0.13% | 78 |
|
|
2024
Q1 | $9.01M | Sell |
60,606
-2,377
| -4% | -$353K | 0.14% | 73 |
|
|
2023
Q4 | $9.9M | Sell |
62,983
-14,076
| -18% | -$2.21M | 0.17% | 67 |
|
|
2023
Q3 | $12M | Sell |
77,059
-3,999
| -5% | -$623K | 0.22% | 59 |
|
|
2023
Q2 | $14.5M | Sell |
81,058
-1,158
| -1% | -$208K | 0.27% | 53 |
|
|
2023
Q1 | $15.9M | Buy |
82,216
+37,902
| +86% | +$7.35M | 0.32% | 50 |
|
|
2022
Q4 | $7.7M | Buy |
44,314
+3,073
| +7% | +$534K | 0.16% | 69 |
|
|
2022
Q3 | $6.66M | Buy |
41,241
+51
| +0.1% | +$8.24K | 0.15% | 76 |
|
|
2022
Q2 | $7.52M | Sell |
41,190
-185
| -0.4% | -$33.8K | 0.16% | 70 |
|
|
2022
Q1 | $8.87M | Sell |
41,375
-805
| -2% | -$173K | 0.16% | 71 |
|
|
2021
Q4 | $9.04M | Buy |
42,180
+15
| +0% | +$3.22K | 0.15% | 72 |
|
|
2021
Q3 | $7.68M | Sell |
42,165
-740
| -2% | -$135K | 0.14% | 80 |
|
|
2021
Q2 | $8.92M | Sell |
42,905
-3,555
| -8% | -$739K | 0.16% | 71 |
|
|
2021
Q1 | $7.9M | Sell |
46,460
-4,707
| -9% | -$800K | 0.16% | 76 |
|
|
2020
Q4 | $8.62M | Sell |
51,167
-279
| -0.5% | -$47K | 0.19% | 65 |
|
|
2020
Q3 | $8.57M | Sell |
51,446
-3,811
| -7% | -$635K | 0.21% | 63 |
|
|
2020
Q2 | $6.14M | Sell |
55,257
-3,975
| -7% | -$442K | 0.16% | 76 |
|
|
2020
Q1 | $5.53M | Sell |
59,232
-6,414
| -10% | -$599K | 0.18% | 71 |
|
|
2019
Q4 | $7.68M | Sell |
65,646
-1,828
| -3% | -$214K | 0.21% | 66 |
|
|
2019
Q3 | $8.09M | Buy |
67,474
+2,403
| +4% | +$288K | 0.24% | 67 |
|
|
2019
Q2 | $6.72M | Buy |
65,071
+5,532
| +9% | +$571K | 0.2% | 73 |
|
|
2019
Q1 | $6.65M | Sell |
59,539
-8,421
| -12% | -$941K | 0.21% | 75 |
|
|
2018
Q4 | $6.63M | Sell |
67,960
-1,196
| -2% | -$117K | 0.25% | 71 |
|
|
2018
Q3 | $8.07M | Sell |
69,156
-5,689
| -8% | -$664K | 0.26% | 69 |
|
|
2018
Q2 | $7.95M | Buy |
74,845
+625
| +0.8% | +$66.4K | 0.27% | 67 |
|
|
2018
Q1 | $7.77M | Sell |
74,220
-3,274
| -4% | -$343K | 0.3% | 64 |
|
|
2017
Q4 | $9.23M | Buy |
77,494
+1,349
| +2% | +$161K | 0.34% | 59 |
|
|
2017
Q3 | $9.15M | Sell |
76,145
-6
| -0% | -$721 | 0.36% | 57 |
|
|
2017
Q2 | $8.42M | Sell |
76,151
-3,016
| -4% | -$334K | 0.33% | 64 |
|
|
2017
Q1 | $8.49M | Sell |
79,167
-2,652
| -3% | -$285K | 0.33% | 62 |
|
|
2016
Q4 | $9.38M | Sell |
81,819
-159
| -0.2% | -$18.2K | 0.39% | 57 |
|
|
2016
Q3 | $8.96M | Sell |
81,978
-582
| -0.7% | -$63.6K | 0.37% | 58 |
|
|
2016
Q2 | $8.89M | Sell |
82,560
-2,973
| -3% | -$320K | 0.39% | 56 |
|
|
2016
Q1 | $9.02M | Sell |
85,533
-9,840
| -10% | -$1.04M | 0.4% | 56 |
|
|
2015
Q4 | $9.18M | Sell |
95,373
-80,585
| -46% | -$7.75M | 0.43% | 60 |
|
|
2015
Q3 | $17.4M | Sell |
175,958
-1,012
| -0.6% | -$99.9K | 0.83% | 43 |
|
|
2015
Q2 | $17.1M | Sell |
176,970
-5,215
| -3% | -$505K | 0.77% | 43 |
|
|
2015
Q1 | $17.7M | Sell |
182,185
-1,163
| -0.6% | -$113K | 0.81% | 44 |
|
|
2014
Q4 | $20.4M | Sell |
183,348
-11,382
| -6% | -$1.26M | 1.02% | 38 |
|
|
2014
Q3 | $19.1M | Sell |
194,730
-4,447
| -2% | -$437K | 0.96% | 40 |
|
|
2014
Q2 | $20.5M | Sell |
199,177
-1,729
| -0.9% | -$178K | 1.05% | 35 |
|
|
2014
Q1 | $19.6M | Sell |
200,906
-4,123
| -2% | -$401K | 1.1% | 32 |
|
|
2013
Q4 | $21.6M | Buy |
205,029
+1,447
| +0.7% | +$152K | 1.18% | 25 |
|
|
2013
Q3 | $18.6M | Sell |
203,582
-5,570
| -3% | -$509K | 1.07% | 26 |
|
|
2013
Q2 | $18.1M | Buy |
+209,152
| New | +$18.1M | 1.02% | 24 |
|