GIA
GHP Investment Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
17,751
-1,273
| -7% | -$129K | 0.08% | 231 |
|
|
2025
Q1 | $2.09M | Buy |
19,024
+563
| +3% | +$61.9K | 0.1% | 217 |
|
|
2024
Q4 | $2.33M | Buy |
18,461
+724
| +4% | +$91.3K | 0.11% | 210 |
|
|
2024
Q3 | $2.42M | Sell |
17,737
-423
| -2% | -$57.7K | 0.11% | 212 |
|
|
2024
Q2 | $2.49M | Buy |
18,160
+766
| +4% | +$105K | 0.12% | 206 |
|
|
2024
Q1 | $2.59M | Buy |
17,394
+911
| +6% | +$135K | 0.13% | 209 |
|
|
2023
Q4 | $2.59M | Sell |
16,483
-190
| -1% | -$29.9K | 0.14% | 197 |
|
|
2023
Q3 | $2.59M | Buy |
16,673
+371
| +2% | +$57.5K | 0.16% | 190 |
|
|
2023
Q2 | $2.88M | Buy |
16,302
+1,673
| +11% | +$295K | 0.17% | 185 |
|
|
2023
Q1 | $2.84M | Buy |
14,629
+441
| +3% | +$85.5K | 0.18% | 173 |
|
|
2022
Q4 | $2.47M | Buy |
14,188
+873
| +7% | +$152K | 0.17% | 185 |
|
|
2022
Q3 | $2.15M | Buy |
13,315
+501
| +4% | +$80.9K | 0.17% | 193 |
|
|
2022
Q2 | $2.34M | Buy |
12,814
+236
| +2% | +$43.1K | 0.17% | 186 |
|
|
2022
Q1 | $2.7M | Buy |
12,578
+629
| +5% | +$135K | 0.18% | 178 |
|
|
2021
Q4 | $2.56M | Sell |
11,949
-67
| -0.6% | -$14.4K | 0.18% | 167 |
|
|
2021
Q3 | $2.19M | Sell |
12,016
-6
| -0% | -$1.09K | 0.17% | 164 |
|
|
2021
Q2 | $2.5M | Buy |
12,022
+177
| +1% | +$36.8K | 0.2% | 156 |
|
|
2021
Q1 | $2.01M | Buy |
11,845
+1,185
| +11% | +$201K | 0.17% | 160 |
|
|
2020
Q4 | $1.8M | Buy |
10,660
+385
| +4% | +$64.8K | 0.17% | 156 |
|
|
2020
Q3 | $1.71M | Buy |
10,275
+306
| +3% | +$51K | 0.19% | 149 |
|
|
2020
Q2 | $1.11M | Buy |
9,969
+348
| +4% | +$38.7K | 0.14% | 174 |
|
|
2020
Q1 | $899K | Sell |
9,621
-901
| -9% | -$84.2K | 0.14% | 178 |
|
|
2019
Q4 | $1.23M | Buy |
10,522
+1,009
| +11% | +$118K | 0.13% | 183 |
|
|
2019
Q3 | $1.14M | Buy |
9,513
+515
| +6% | +$61.7K | 0.14% | 178 |
|
|
2019
Q2 | $929K | Buy |
8,998
+782
| +10% | +$80.7K | 0.11% | 202 |
|
|
2019
Q1 | $918K | Sell |
8,216
-478
| -5% | -$53.4K | 0.12% | 190 |
|
|
2018
Q4 | $848K | Buy |
8,694
+87
| +1% | +$8.49K | 0.13% | 186 |
|
|
2018
Q3 | $1.01M | Sell |
8,607
-322
| -4% | -$37.6K | 0.13% | 179 |
|
|
2018
Q2 | $949K | Buy |
8,929
+384
| +4% | +$40.8K | 0.13% | 178 |
|
|
2018
Q1 | $894K | Sell |
8,545
-555
| -6% | -$58.1K | 0.13% | 183 |
|
|
2017
Q4 | $1.08M | Buy |
9,100
+127
| +1% | +$15.1K | 0.15% | 168 |
|
|
2017
Q3 | $1.08M | Buy |
8,973
+734
| +9% | +$88.2K | 0.16% | 165 |
|
|
2017
Q2 | $911K | Buy |
8,239
+109
| +1% | +$12.1K | 0.14% | 177 |
|
|
2017
Q1 | $872K | Buy |
8,130
+682
| +9% | +$73.1K | 0.15% | 174 |
|
|
2016
Q4 | $854K | Buy |
7,448
+482
| +7% | +$55.3K | 0.16% | 168 |
|
|
2016
Q3 | $762K | Buy |
6,966
+276
| +4% | +$30.2K | 0.16% | 166 |
|
|
2016
Q2 | $721K | Buy |
6,690
+17
| +0.3% | +$1.83K | 0.16% | 165 |
|
|
2016
Q1 | $704K | Sell |
6,673
-100
| -1% | -$10.6K | 0.16% | 167 |
|
|
2015
Q4 | $652K | Sell |
6,773
-994
| -13% | -$95.7K | 0.16% | 161 |
|
|
2015
Q3 | $767K | Buy |
7,767
+1,286
| +20% | +$127K | 0.2% | 139 |
|
|
2015
Q2 | $614K | Buy |
6,481
+106
| +2% | +$10K | 0.15% | 159 |
|
|
2015
Q1 | $618K | Sell |
6,375
-294
| -4% | -$28.5K | 0.16% | 161 |
|
|
2014
Q4 | $741K | Sell |
6,669
-1,002
| -13% | -$111K | 0.2% | 137 |
|
|
2014
Q3 | $754K | Buy |
7,671
+1,012
| +15% | +$99.5K | 0.22% | 121 |
|
|
2014
Q2 | $684K | Sell |
6,659
-104
| -2% | -$10.7K | 0.2% | 126 |
|
|
2014
Q1 | $659K | Buy |
6,763
+104
| +2% | +$10.1K | 0.21% | 123 |
|
|
2013
Q4 | $700K | Sell |
6,659
-148
| -2% | -$15.6K | 0.23% | 116 |
|
|
2013
Q3 | $622K | Buy |
6,807
+256
| +4% | +$23.4K | 0.23% | 115 |
|
|
2013
Q2 | $567K | Buy |
+6,551
| New | +$567K | 0.23% | 115 |
|