Franklin Street Advisors’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
Q3 | $207K | Sell |
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|
2025
Q2 | $401K | Buy |
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|
2025
Q1 | $409K | Hold |
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|
2024
Q4 | $469K | Hold |
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|
2024
Q3 | $507K | Sell |
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|
2024
Q2 | $514K | Buy |
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|
2024
Q1 | $336K | Sell |
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|
2023
Q4 | $430K | Sell |
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|
2023
Q3 | $443K | Sell |
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|
2023
Q2 | $9.17M | Sell |
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|
2023
Q1 | $17.2M | Buy |
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|
2022
Q4 | $14.4M | Sell |
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|
2022
Q3 | $14.2M | Sell |
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|
2022
Q2 | $16.1M | Sell |
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|
2022
Q1 | $21.3M | Buy |
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|
2021
Q4 | $21M | Buy |
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|
2021
Q3 | $17.1M | Buy |
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|
2021
Q2 | $18.5M | Buy |
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|
2021
Q1 | $14.8M | Sell |
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|
2020
Q4 | $14.9M | Sell |
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|
2020
Q3 | $15M | Buy |
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|
2020
Q2 | $7.46M | Buy |
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|
2020
Q1 | $3.57M | Buy |
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|
2019
Q4 | $256K | Buy |
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|
2019
Q3 | $254K | Hold |
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|
2019
Q2 | $219K | Buy |
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|
2019
Q1 | $223K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $246K | Buy |
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|
2018
Q2 | $203K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $250K | Sell |
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|
2017
Q3 | $258K | Sell |
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|
2017
Q2 | $261K | Sell |
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|
2017
Q1 | $422K | Buy |
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|
2016
Q4 | $345K | Sell |
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|
2016
Q3 | $355K | Hold |
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|
2016
Q2 | $350K | Buy |
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|
2016
Q1 | $237K | Sell |
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|
2015
Q4 | $228K | Hold |
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|
2015
Q3 | $234K | Hold |
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|
2015
Q2 | $230K | Hold |
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|
2015
Q1 | $230K | Sell |
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|
2014
Q4 | $280K | Hold |
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|
2014
Q3 | $248K | Hold |
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|
2014
Q2 | $259K | Hold |
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|
2014
Q1 | $246K | Sell |
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|
2013
Q4 | $2.53M | Sell |
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|
2013
Q3 | $2.24M | Sell |
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|
2013
Q2 | $2.13M | Buy |
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