Gates Foundation Trust’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 | $76.2M | Hold |
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2025
Q1 | $83.1M | Hold |
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2024
Q4 | $95.2M | Hold |
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2024
Q3 | $103M | Hold |
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2024
Q2 | $103M | Hold |
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2024
Q1 | $112M | Hold |
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2023
Q4 | $119M | Hold |
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2023
Q3 | $118M | Buy |
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2023
Q2 | $133M | Hold |
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2023
Q1 | $144M | Hold |
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2022
Q4 | $129M | Hold |
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2022
Q3 | $120M | Hold |
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2022
Q2 | $135M | Hold |
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2022
Q1 | $159M | Sell |
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2021
Q4 | $490M | Hold |
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2021
Q3 | $416M | Sell |
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2021
Q2 | $583M | Hold |
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2021
Q1 | $476M | Sell |
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2020
Q4 | $762M | Hold |
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2020
Q3 | $754M | Hold |
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2020
Q2 | $503M | Hold |
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2020
Q1 | $423M | Hold |
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2019
Q4 | $530M | Hold |
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2019
Q3 | $542M | Hold |
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2019
Q2 | $467M | Hold |
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2019
Q1 | $506M | Hold |
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2018
Q4 | $441M | Hold |
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2018
Q3 | $528M | Hold |
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2018
Q2 | $481M | Hold |
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2018
Q1 | $474M | Hold |
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2017
Q4 | $539M | Hold |
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2017
Q3 | $543M | Hold |
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2017
Q2 | $500M | Hold |
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2017
Q1 | $486M | Hold |
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2016
Q4 | $519M | Hold |
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|||||
2016
Q3 | $495M | Hold |
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2016
Q2 | $487M | Hold |
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2016
Q1 | $477M | Hold |
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2015
Q4 | $435M | Hold |
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2015
Q3 | $447M | Hold |
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2015
Q2 | $439M | Hold |
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2015
Q1 | $439M | Hold |
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2014
Q4 | $503M | Buy |
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