Janney Montgomery Scott’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.8M | Buy |
572,836
+64,758
| +13% | +$6.54M | 0.15% | 143 |
|
|
2025
Q1 | $55.9M | Sell |
508,078
-36,746
| -7% | -$4.04M | 0.16% | 142 |
|
|
2024
Q4 | $68.7M | Sell |
544,824
-25,838
| -5% | -$3.26M | 0.19% | 105 |
|
|
2024
Q3 | $77.8M | Sell |
570,662
-11,734
| -2% | -$1.6M | 0.22% | 97 |
|
|
2024
Q2 | $79.7M | Sell |
582,396
-14,791
| -2% | -$2.02M | 0.24% | 83 |
|
|
2024
Q1 | $88.8M | Buy |
597,187
+46,653
| +8% | +$6.93M | 0.26% | 77 |
|
|
2023
Q4 | $86.6M | Sell |
550,534
-14,160
| -3% | -$2.23M | 0.28% | 64 |
|
|
2023
Q3 | $88M | Sell |
564,694
-13,775
| -2% | -$2.15M | 0.33% | 61 |
|
|
2023
Q2 | $104M | Sell |
578,469
-9,090
| -2% | -$1.63M | 0.36% | 59 |
|
|
2023
Q1 | $114M | Sell |
587,559
-2,330
| -0.4% | -$452K | 0.47% | 44 |
|
|
2022
Q4 | $103M | Buy |
589,889
+26,380
| +5% | +$4.59M | 0.4% | 51 |
|
|
2022
Q3 | $91M | Buy |
563,509
+12,120
| +2% | +$1.96M | 0.39% | 53 |
|
|
2022
Q2 | $99.6M | Buy |
551,389
+6,665
| +1% | +$1.2M | 0.45% | 44 |
|
|
2022
Q1 | $117M | Buy |
544,724
+34,025
| +7% | +$7.3M | 0.5% | 44 |
|
|
2021
Q4 | $109M | Buy |
510,699
+5,543
| +1% | +$1.19M | 0.42% | 50 |
|
|
2021
Q3 | $92M | Buy |
505,156
+9,665
| +2% | +$1.76M | 0.39% | 58 |
|
|
2021
Q2 | $103M | Sell |
495,491
-27,016
| -5% | -$5.62M | 0.45% | 51 |
|
|
2021
Q1 | $88.8M | Sell |
522,507
-18,545
| -3% | -$3.15M | 0.43% | 54 |
|
|
2020
Q4 | $91.1M | Buy |
541,052
+5,319
| +1% | +$896K | 0.44% | 49 |
|
|
2020
Q3 | $89.3M | Buy |
535,733
+61,175
| +13% | +$10.2M | 0.51% | 41 |
|
|
2020
Q2 | $52.8M | Buy |
474,558
+43,213
| +10% | +$4.8M | 0.33% | 71 |
|
|
2020
Q1 | $40.3M | Buy |
431,345
+47,995
| +13% | +$4.48M | 0.32% | 79 |
|
|
2019
Q4 | $44.9M | Buy |
383,350
+11,335
| +3% | +$1.33M | 0.29% | 79 |
|
|
2019
Q3 | $44.6M | Sell |
372,015
-3,102
| -0.8% | -$372K | 0.32% | 75 |
|
|
2019
Q2 | $38.7M | Buy |
375,117
+36,099
| +11% | +$3.73M | 0.3% | 77 |
|
|
2019
Q1 | $37.9M | Buy |
339,018
+1,900
| +0.6% | +$212K | 0.31% | 74 |
|
|
2018
Q4 | $32.9M | Buy |
337,118
+9,650
| +3% | +$941K | 0.32% | 73 |
|
|
2018
Q3 | $38.2M | Buy |
327,468
+19,073
| +6% | +$2.23M | 0.33% | 72 |
|
|
2018
Q2 | $32.8M | Buy |
308,395
+19,692
| +7% | +$2.09M | 0.32% | 73 |
|
|
2018
Q1 | $30.2M | Buy |
288,703
+18,893
| +7% | +$1.98M | 0.3% | 80 |
|
|
2017
Q4 | $32.1M | Buy |
269,810
+40,296
| +18% | +$4.8M | 0.33% | 76 |
|
|
2017
Q3 | $27.6M | Buy |
229,514
+12,444
| +6% | +$1.49M | 0.31% | 80 |
|
|
2017
Q2 | $24M | Buy |
217,070
+32,946
| +18% | +$3.64M | 0.3% | 77 |
|
|
2017
Q1 | $19.8M | Buy |
184,124
+10,804
| +6% | +$1.16M | 0.26% | 84 |
|
|
2016
Q4 | $19.9M | Buy |
173,320
+14,023
| +9% | +$1.61M | 0.3% | 78 |
|
|
2016
Q3 | $17.4M | Sell |
159,297
-150,829
| -49% | -$16.5M | 0.31% | 74 |
|
|
2016
Q2 | $33.4M | Buy |
310,126
+170,526
| +122% | +$18.4M | 0.68% | 34 |
|
|
2016
Q1 | $14.7M | Buy |
139,600
+24,725
| +22% | +$2.61M | 0.39% | 56 |
|
|
2015
Q4 | $11.1M | Buy |
114,875
+3,957
| +4% | +$381K | 0.29% | 84 |
|
|
2015
Q3 | $10.9M | Sell |
110,918
-7,998
| -7% | -$789K | 0.31% | 77 |
|
|
2015
Q2 | $11.5M | Buy |
118,916
+9,156
| +8% | +$887K | 0.24% | 95 |
|
|
2015
Q1 | $10.6M | Buy |
109,760
+14,861
| +16% | +$1.44M | 0.2% | 121 |
|
|
2014
Q4 | $10.5M | Buy |
94,899
+6,657
| +8% | +$740K | 0.21% | 103 |
|
|
2014
Q3 | $8.67M | Sell |
88,242
-4,961
| -5% | -$488K | 0.18% | 123 |
|
|
2014
Q2 | $9.57M | Buy |
93,203
+6,033
| +7% | +$619K | 0.21% | 107 |
|
|
2014
Q1 | $8.49M | Sell |
87,170
-6,461
| -7% | -$629K | 0.21% | 104 |
|
|
2013
Q4 | $9.84M | Buy |
93,631
+2,844
| +3% | +$299K | 0.26% | 81 |
|
|
2013
Q3 | $8.3M | Buy |
90,787
+65,146
| +254% | +$5.95M | 0.25% | 84 |
|
|
2013
Q2 | $2.22M | Buy |
+25,641
| New | +$2.22M | 0.23% | 108 |
|