EWM
Evermay 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 | $54.8K | Sell |
543
-1,207
| -69% | -$122K | 0.01% | 316 |
|
|
2025
Q1 | $192K | Hold |
1,750
| – | – | 0.03% | 193 |
|
|
2024
Q4 | $221K | Sell |
1,750
-925
| -35% | -$117K | 0.03% | 184 |
|
|
2024
Q3 | $365K | Sell |
2,675
-1,492
| -36% | -$203K | 0.06% | 143 |
|
|
2024
Q2 | $570K | Sell |
4,167
-290
| -7% | -$39.7K | 0.09% | 118 |
|
|
2024
Q1 | $662K | Buy |
4,457
+63
| +1% | +$9.36K | 0.1% | 109 |
|
|
2023
Q4 | $691K | Buy |
4,394
+5
| +0.1% | +$786 | 0.13% | 85 |
|
|
2023
Q3 | $684K | Buy |
4,389
+5
| +0.1% | +$779 | 0.14% | 76 |
|
|
2023
Q2 | $786K | Sell |
4,384
-205
| -4% | -$36.7K | 0.15% | 73 |
|
|
2023
Q1 | $890K | Sell |
4,589
-150
| -3% | -$29.1K | 0.18% | 62 |
|
|
2022
Q4 | $824K | Sell |
4,739
-352
| -7% | -$61.2K | 0.17% | 65 |
|
|
2022
Q3 | $822K | Sell |
5,091
-155
| -3% | -$25K | 0.16% | 65 |
|
|
2022
Q2 | $958K | Buy |
5,246
+528
| +11% | +$96.4K | 0.19% | 57 |
|
|
2022
Q1 | $1.01M | Buy |
4,718
+50
| +1% | +$10.7K | 0.17% | 64 |
|
|
2021
Q4 | $1M | Buy |
4,668
+300
| +7% | +$64.3K | 0.18% | 48 |
|
|
2021
Q3 | $795K | Sell |
4,368
-180
| -4% | -$32.8K | 0.15% | 53 |
|
|
2021
Q2 | $946K | Sell |
4,548
-330
| -7% | -$68.6K | 0.18% | 57 |
|
|
2021
Q1 | $829K | Sell |
4,878
-110
| -2% | -$18.7K | 0.17% | 59 |
|
|
2020
Q4 | $840K | Sell |
4,988
-50
| -1% | -$8.42K | 0.19% | 55 |
|
|
2020
Q3 | $839K | Sell |
5,038
-10
| -0.2% | -$1.67K | 0.21% | 50 |
|
|
2020
Q2 | $561K | Buy |
5,048
+755
| +18% | +$83.9K | 0.15% | 71 |
|
|
2020
Q1 | $401K | Sell |
4,293
-743
| -15% | -$69.4K | 0.12% | 83 |
|
|
2019
Q4 | $590K | Buy |
5,036
+1,095
| +28% | +$128K | 0.15% | 77 |
|
|
2019
Q3 | $472K | Sell |
3,941
-575
| -13% | -$68.9K | 0.13% | 81 |
|
|
2019
Q2 | $466K | Sell |
4,516
-98
| -2% | -$10.1K | 0.13% | 80 |
|
|
2019
Q1 | $516K | Buy |
4,614
+640
| +16% | +$71.6K | 0.15% | 70 |
|
|
2018
Q4 | $388K | Buy |
+3,974
| New | +$388K | 0.13% | 80 |
|
|
2018
Q1 | – | Sell |
-2,031
| Closed | -$242K | – | 151 |
|
|
2017
Q4 | $242K | Sell |
2,031
-150
| -7% | -$17.9K | 0.09% | 120 |
|
|
2017
Q3 | $262K | Hold |
2,181
| – | – | 0.11% | 79 |
|
|
2017
Q2 | $241K | Hold |
2,181
| – | – | 0.11% | 80 |
|
|
2017
Q1 | $234K | Buy |
+2,181
| New | +$234K | 0.1% | 85 |
|