Everett Harris & Co’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 | $7.56M | Sell |
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|
2025
Q1 | $8.81M | Sell |
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|
2024
Q4 | $12M | Sell |
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|
2024
Q3 | $13.4M | Sell |
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|
2024
Q2 | $13.6M | Sell |
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|
2024
Q1 | $15M | Sell |
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|
2023
Q4 | $16.3M | Sell |
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|
2023
Q3 | $16.3M | Sell |
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|
2023
Q2 | $19.1M | Buy |
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|
2023
Q1 | $20.6M | Sell |
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|
2022
Q4 | $18.5M | Sell |
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|
2022
Q3 | $17.7M | Sell |
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|
2022
Q2 | $20.3M | Sell |
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|
2022
Q1 | $23.9M | Sell |
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|
2021
Q4 | $24M | Sell |
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|
2021
Q3 | $20.5M | Sell |
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|
2021
Q2 | $23.6M | Sell |
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|
2021
Q1 | $19.4M | Sell |
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|
2020
Q4 | $19.4M | Sell |
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|
2020
Q3 | $19.7M | Sell |
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|
2020
Q2 | $13.3M | Sell |
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|
2020
Q1 | $11.9M | Sell |
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|
2019
Q4 | $18.2M | Sell |
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|
2019
Q3 | $20.5M | Sell |
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|
2019
Q2 | $38.4M | Sell |
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|
2019
Q1 | $103M | Sell |
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|
2018
Q4 | $90.6M | Sell |
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|
2018
Q3 | $109M | Buy |
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|
2018
Q2 | $99.2M | Sell |
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|
2018
Q1 | $98.4M | Buy |
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|
2017
Q4 | $106M | Buy |
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|
2017
Q3 | $106M | Sell |
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|
2017
Q2 | $98.5M | Buy |
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|
2017
Q1 | $94.7M | Buy |
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|
2016
Q4 | $100M | Buy |
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|
2016
Q3 | $94.7M | Buy |
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|
2016
Q2 | $93.2M | Sell |
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|
2016
Q1 | $91.5M | Buy |
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|
2015
Q4 | $82.8M | Buy |
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|
2015
Q3 | $84.7M | Sell |
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|
2015
Q2 | $83.4M | Buy |
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|
2015
Q1 | $82.9M | Sell |
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|
2014
Q4 | $103M | Buy |
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|
2014
Q3 | $91.1M | Buy |
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|
2014
Q2 | $94.9M | Sell |
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|
2014
Q1 | $96.1M | Buy |
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|
2013
Q4 | $103M | Buy |
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|
2013
Q3 | $84.3M | Buy |
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|
2013
Q2 | $77.7M | Buy |
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