Joel Isaacson & Co’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 | $555K | Buy |
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|
2025
Q2 | $593K | Buy |
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|
2025
Q1 | $644K | Buy |
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|
2024
Q4 | $703K | Buy |
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|
2024
Q3 | $722K | Sell |
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|
2024
Q2 | $761K | Buy |
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|
2024
Q1 | $778K | Buy |
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|
2023
Q4 | $822K | Sell |
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|
2023
Q3 | $817K | Sell |
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|
2023
Q2 | $942K | Sell |
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|
2023
Q1 | $1.1M | Hold |
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|
2022
Q4 | $987K | Buy |
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|
2022
Q3 | $901K | Buy |
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|
2022
Q2 | $387K | Hold |
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|
2022
Q1 | $397K | Sell |
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|
2021
Q4 | $457K | Buy |
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|
2021
Q3 | $384K | Sell |
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|
2021
Q2 | $502K | Buy |
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|
2021
Q1 | $378K | Buy |
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|
2020
Q4 | $259K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $80K | Hold |
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|
2016
Q3 | $77K | Sell |
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|
2016
Q2 | $79K | Hold |
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|
2016
Q1 | $78K | Hold |
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|
2015
Q4 | $71K | Buy |
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|
2015
Q3 | $69K | Hold |
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|
2015
Q2 | $68K | Hold |
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|
2015
Q1 | $68K | Buy |
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|
2014
Q4 | $72K | Hold |
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|
2014
Q3 | $64K | Hold |
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|
2014
Q2 | $67K | Hold |
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|
2014
Q1 | $63K | Hold |
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|
2013
Q4 | $68K | Hold |
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|
2013
Q3 | $59K | Buy |
|