GP
Girard Partners’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $522K | Sell |
3,813
-208
| -5% | -$28.5K | 0.05% | 176 |
|
|
2024
Q1 | $598K | Sell |
4,021
-1,294
| -24% | -$192K | 0.06% | 174 |
|
|
2023
Q4 | $836K | Sell |
5,315
-1,736
| -25% | -$273K | 0.08% | 156 |
|
|
2023
Q3 | $1.1M | Sell |
7,051
-2,569
| -27% | -$400K | 0.12% | 132 |
|
|
2023
Q2 | $1.72M | Sell |
9,620
-9,885
| -51% | -$1.77M | 0.18% | 105 |
|
|
2023
Q1 | $3.78M | Sell |
19,505
-2,914
| -13% | -$565K | 0.42% | 57 |
|
|
2022
Q4 | $3.9M | Buy |
22,419
+1,421
| +7% | +$247K | 0.44% | 60 |
|
|
2022
Q3 | $3.39M | Sell |
20,998
-212
| -1% | -$34.2K | 0.45% | 58 |
|
|
2022
Q2 | $3.87M | Buy |
21,210
+485
| +2% | +$88.5K | 0.49% | 55 |
|
|
2022
Q1 | $4.44M | Buy |
20,725
+686
| +3% | +$147K | 0.49% | 60 |
|
|
2021
Q4 | $4.3M | Sell |
20,039
-204
| -1% | -$43.7K | 0.47% | 68 |
|
|
2021
Q3 | $3.69M | Buy |
20,243
+206
| +1% | +$37.5K | 0.47% | 68 |
|
|
2021
Q2 | $4.17M | Sell |
20,037
-1,198
| -6% | -$249K | 0.54% | 63 |
|
|
2021
Q1 | $3.61M | Sell |
21,235
-996
| -4% | -$169K | 0.52% | 60 |
|
|
2020
Q4 | $3.74M | Sell |
22,231
-2,083
| -9% | -$351K | 0.58% | 53 |
|
|
2020
Q3 | $4.05M | Sell |
24,314
-15,006
| -38% | -$2.5M | 0.68% | 48 |
|
|
2020
Q2 | $4.37M | Sell |
39,320
-355
| -0.9% | -$39.5K | 0.79% | 38 |
|
|
2020
Q1 | $3.71M | Buy |
39,675
+3,227
| +9% | +$301K | 0.74% | 40 |
|
|
2019
Q4 | $4.27M | Buy |
36,448
+611
| +2% | +$71.5K | 0.71% | 44 |
|
|
2019
Q3 | $4.29M | Buy |
35,837
+2,887
| +9% | +$346K | 0.8% | 42 |
|
|
2019
Q2 | $3.4M | Buy |
32,950
+2,418
| +8% | +$250K | 0.6% | 54 |
|
|
2019
Q1 | $3.41M | Buy |
30,532
+3,992
| +15% | +$446K | 0.64% | 49 |
|
|
2018
Q4 | $2.59M | Sell |
26,540
-1,942
| -7% | -$189K | 0.54% | 59 |
|
|
2018
Q3 | $3.33M | Buy |
28,482
+488
| +2% | +$57K | 0.59% | 50 |
|
|
2018
Q2 | $2.97M | Buy |
27,994
+1,558
| +6% | +$166K | 0.56% | 54 |
|
|
2018
Q1 | $2.77M | Buy |
26,436
+782
| +3% | +$81.9K | 0.65% | 48 |
|
|
2017
Q4 | $3.06M | Buy |
25,654
+180
| +0.7% | +$21.4K | 0.59% | 55 |
|
|
2017
Q3 | $3.06M | Sell |
25,474
-516
| -2% | -$62K | 0.63% | 54 |
|
|
2017
Q2 | $2.87M | Buy |
25,990
+2,958
| +13% | +$327K | 0.62% | 55 |
|
|
2017
Q1 | $2.47M | Buy |
23,032
+10,642
| +86% | +$1.14M | 0.6% | 55 |
|
|
2016
Q4 | $1.42M | Buy |
12,390
+793
| +7% | +$90.9K | 0.41% | 73 |
|
|
2016
Q3 | $1.27M | Buy |
11,597
+3,198
| +38% | +$350K | 0.42% | 72 |
|
|
2016
Q2 | $905K | Buy |
8,399
+3,261
| +63% | +$351K | 0.34% | 83 |
|
|
2016
Q1 | $542K | Buy |
5,138
+376
| +8% | +$39.7K | 0.24% | 106 |
|
|
2015
Q4 | $458K | Buy |
4,762
+45
| +1% | +$4.33K | 0.22% | 110 |
|
|
2015
Q3 | $466K | Buy |
4,717
+248
| +6% | +$24.5K | 0.26% | 98 |
|
|
2015
Q2 | $433K | Buy |
4,469
+213
| +5% | +$20.6K | 0.24% | 100 |
|
|
2015
Q1 | $413K | Sell |
4,256
-24
| -0.6% | -$2.33K | 0.24% | 96 |
|
|
2014
Q4 | $476K | Buy |
4,280
+226
| +6% | +$25.1K | 0.3% | 87 |
|
|
2014
Q3 | $399K | Buy |
+4,054
| New | +$399K | 0.27% | 93 |
|