Institutional & Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $43.9K | Sell |
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|
2024
Q1 | $137K | Buy |
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|
2023
Q4 | $122K | Buy |
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|
2023
Q3 | $115K | Sell |
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|
2023
Q2 | $173K | Sell |
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|
2023
Q1 | $202K | Buy |
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|
2022
Q4 | $164K | Sell |
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|
2022
Q3 | $159K | Sell |
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|
2022
Q2 | $182K | Buy |
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|
2022
Q1 | $115K | Sell |
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|
2021
Q4 | $116K | Sell |
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|
2021
Q3 | $114K | Sell |
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|
2021
Q2 | $134K | Sell |
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|
2021
Q1 | $139K | Sell |
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|
2020
Q4 | $245K | Sell |
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|
2020
Q3 | $259K | Sell |
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|
2020
Q2 | $243K | Buy |
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|
2020
Q1 | $201K | Buy |
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|
2019
Q4 | $212K | Buy |
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|
2019
Q3 | $203K | Buy |
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|
2019
Q2 | $167K | Sell |
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|
2019
Q1 | $182K | Buy |
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|
2018
Q4 | $138K | Buy |
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|
2018
Q3 | $161K | Sell |
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|
2018
Q2 | $215K | Sell |
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|
2018
Q1 | $215K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $772K | Buy |
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|
2017
Q2 | $591K | Buy |
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|
2017
Q1 | $573K | Sell |
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|
2016
Q4 | $634K | Buy |
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|
2016
Q3 | $584K | Hold |
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|
2016
Q2 | $575K | Buy |
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|
2016
Q1 | $392K | Hold |
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|
2015
Q4 | $392K | Buy |
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