GKIM
GW&K Investment Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37K | Buy |
365
+26
| +8% | +$2.64K | ﹤0.01% | 562 |
|
|
2025
Q1 | $37K | Buy |
339
+54
| +19% | +$5.89K | ﹤0.01% | 534 |
|
|
2024
Q4 | $36K | Buy |
285
+25
| +10% | +$3.16K | ﹤0.01% | 519 |
|
|
2024
Q3 | $35K | Buy |
260
+22
| +9% | +$2.96K | ﹤0.01% | 503 |
|
|
2024
Q2 | $33K | Sell |
238
-6
| -2% | -$832 | ﹤0.01% | 488 |
|
|
2024
Q1 | $36K | Hold |
244
| – | – | ﹤0.01% | 457 |
|
|
2023
Q4 | $38K | Buy |
244
+45
| +23% | +$7.01K | ﹤0.01% | 436 |
|
|
2023
Q3 | $31K | Sell |
199
-36
| -15% | -$5.61K | ﹤0.01% | 437 |
|
|
2023
Q2 | $42K | Buy |
+235
| New | +$42K | ﹤0.01% | 398 |
|
|
2022
Q3 | – | Sell |
-90
| Closed | -$16K | – | 797 |
|
|
2022
Q2 | $16K | Buy |
90
+31
| +53% | +$5.51K | ﹤0.01% | 430 |
|
|
2022
Q1 | $13K | Buy |
+59
| New | +$13K | ﹤0.01% | 420 |
|
|
2017
Q4 | – | Sell |
-258,048
| Closed | -$31M | – | 274 |
|
|
2017
Q3 | $31M | Sell |
258,048
-2,308
| -0.9% | -$277K | 0.52% | 82 |
|
|
2017
Q2 | $28.8M | Buy |
260,356
+6,486
| +3% | +$717K | 0.5% | 89 |
|
|
2017
Q1 | $27.2M | Buy |
253,870
+10,883
| +4% | +$1.17M | 0.51% | 86 |
|
|
2016
Q4 | $27.9M | Buy |
242,987
+14,015
| +6% | +$1.61M | 0.54% | 76 |
|
|
2016
Q3 | $25M | Buy |
228,972
+14,019
| +7% | +$1.53M | 0.47% | 91 |
|
|
2016
Q2 | $23.2M | Buy |
214,953
+13,766
| +7% | +$1.48M | 0.48% | 93 |
|
|
2016
Q1 | $21.2M | Buy |
201,187
+11,614
| +6% | +$1.22M | 0.47% | 95 |
|
|
2015
Q4 | $18.2M | Buy |
189,573
+33,172
| +21% | +$3.19M | 0.43% | 101 |
|
|
2015
Q3 | $15.4M | Buy |
+156,401
| New | +$15.4M | 0.37% | 112 |
|