Jones Financial Companies’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
Q2 | $44.4M | Buy |
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|
2025
Q1 | $33.9M | Buy |
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|
2024
Q4 | $25.3M | Buy |
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|
2024
Q3 | $14.3M | Buy |
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|
2024
Q2 | $5.74M | Buy |
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|
2024
Q1 | $1.37M | Buy |
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|
2023
Q4 | $695K | Buy |
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|
2023
Q3 | $378K | Sell |
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|
2023
Q2 | $591K | Buy |
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|
2023
Q1 | $446K | Buy |
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|
2022
Q4 | $370K | Buy |
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|
2022
Q3 | $338K | Sell |
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|
2022
Q2 | $410K | Buy |
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|
2022
Q1 | $454K | Buy |
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|
2021
Q4 | $435K | Buy |
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|
2021
Q3 | $335K | Buy |
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|
2021
Q2 | $349K | Sell |
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|
2021
Q1 | $286K | Buy |
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|
2020
Q4 | $113K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $233K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $271K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $219K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $204K | Sell |
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|
2015
Q4 | $234K | Sell |
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|
2015
Q3 | $247K | Buy |
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|
2015
Q2 | $232K | Sell |
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|
2015
Q1 | $262K | Buy |
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|
2014
Q4 | $289K | Buy |
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|
2014
Q3 | $255K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $85K | Buy |
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|
2013
Q2 | $44K | Buy |
|