Harbour Capital 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 | $243K | Sell |
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|
2025
Q2 | $318K | Sell |
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|
2025
Q1 | $305K | Hold |
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|
2024
Q4 | $377K | Hold |
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|
2024
Q3 | $405K | Hold |
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|
2024
Q2 | $414K | Hold |
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|
2024
Q1 | $454K | Buy |
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|
2023
Q4 | $474K | Hold |
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|
2023
Q3 | $469K | Hold |
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|
2023
Q2 | $553K | Hold |
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|
2023
Q1 | $584K | Hold |
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|
2022
Q4 | $527K | Hold |
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|
2022
Q3 | $481K | Hold |
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|
2022
Q2 | $549K | Hold |
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|
2022
Q1 | $645K | Hold |
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|
2021
Q4 | $645K | Hold |
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|
2021
Q3 | $548K | Hold |
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|
2021
Q2 | $626K | Sell |
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|
2021
Q1 | $732K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $285K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $208K | Sell |
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|
2019
Q3 | $242K | Sell |
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|
2019
Q2 | $231K | Sell |
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|
2019
Q1 | $310K | Sell |
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|
2018
Q4 | $273K | Buy |
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|
2018
Q3 | $310K | Hold |
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|
2018
Q2 | $281K | Sell |
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|
2018
Q1 | $310K | Sell |
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|
2017
Q4 | $380K | Hold |
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|
2017
Q3 | $383K | Sell |
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|
2017
Q2 | $396K | Sell |
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|
2017
Q1 | $419K | Sell |
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|
2016
Q4 | $476K | Hold |
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|
2016
Q3 | $455K | Hold |
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|
2016
Q2 | $448K | Sell |
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|
2016
Q1 | $517K | Sell |
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|
2015
Q4 | $689K | Buy |
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|
2015
Q3 | $262K | Hold |
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|
2015
Q2 | $257K | Buy |
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|
2015
Q1 | $250K | Hold |
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|
2014
Q4 | $287K | Buy |
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|
2014
Q3 | $249K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $237K | Hold |
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|
2013
Q4 | $255K | Hold |
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|
2013
Q3 | $222K | Hold |
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|
2013
Q2 | $210K | Buy |
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