J. Goldman & Co’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-297,480
| Closed | -$37.5M | – | 489 |
|
|
2024
Q4 | $37.5M | Buy |
+297,480
| New | +$37.5M | 0.98% | 11 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 360 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 379 |
|
|
2021
Q3 | – | Sell |
-66,369
| Closed | -$13.8M | – | 369 |
|
|
2021
Q2 | $13.8M | Buy |
66,369
+23,599
| +55% | +$4.91M | 0.54% | 27 |
|
|
2021
Q1 | $7.27M | Buy |
+42,770
| New | +$7.27M | 0.23% | 71 |
|
|
2020
Q3 | – | Sell |
-84,279
| Closed | -$9.37M | – | 298 |
|
|
2020
Q2 | $9.37M | Buy |
+84,279
| New | +$9.37M | 0.58% | 33 |
|
|
2019
Q4 | – | Sell |
-27,936
| Closed | -$3.35M | – | 257 |
|
|
2019
Q3 | $3.35M | Buy |
+27,936
| New | +$3.35M | 0.25% | 65 |
|
|
2018
Q3 | – | Sell |
-41,999
| Closed | -$4.46M | – | 265 |
|
|
2018
Q2 | $4.46M | Buy |
41,999
+8,252
| +24% | +$877K | 0.23% | 82 |
|
|
2018
Q1 | $3.53M | Buy |
+33,747
| New | +$3.53M | 0.15% | 100 |
|
|
2017
Q3 | – | Sell |
-83,800
| Closed | -$9.27M | – | 286 |
|
|
2017
Q2 | $9.27M | Buy |
+83,800
| New | +$9.27M | 0.5% | 33 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 304 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 282 |
|
|
2016
Q3 | – | Sell |
-59,360
| Closed | -$6.39M | – | 288 |
|
|
2016
Q2 | $6.39M | Buy |
+59,360
| New | +$6.39M | 0.33% | 39 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 262 |
|
|
2015
Q4 | – | Sell |
-84,609
| Closed | -$8.35M | – | 229 |
|
|
2015
Q3 | $8.35M | Buy |
+84,609
| New | +$8.35M | 0.72% | 21 |
|
|
2015
Q2 | – | Sell |
-117,000
| Closed | -$11.3M | – | 244 |
|
|
2015
Q1 | $11.3M | Buy |
+117,000
| New | +$11.3M | 0.7% | 19 |
|
|
2014
Q4 | – | Sell |
-14,500
| Closed | -$1.43M | – | 205 |
|
|
2014
Q3 | $1.43M | Buy |
+14,500
| New | +$1.43M | 0.09% | 135 |
|