Jones Financial Companies’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $44.4M | Buy |
438,565
+129,353
| +42% | +$13.1M | 0.03% | 155 |
|
|
2025
Q1 | $33.9M | Buy |
309,212
+108,182
| +54% | +$11.9M | 0.03% | 153 |
|
|
2024
Q4 | $25.3M | Buy |
201,030
+94,237
| +88% | +$11.9M | 0.02% | 145 |
|
|
2024
Q3 | $14.3M | Buy |
106,793
+64,819
| +154% | +$8.7M | 0.01% | 173 |
|
|
2024
Q2 | $5.74M | Buy |
41,974
+32,746
| +355% | +$4.48M | 0.01% | 195 |
|
|
2024
Q1 | $1.37M | Buy |
9,228
+4,805
| +109% | +$714K | ﹤0.01% | 227 |
|
|
2023
Q4 | $695K | Buy |
4,423
+1,996
| +82% | +$314K | ﹤0.01% | 225 |
|
|
2023
Q3 | $378K | Sell |
2,427
-870
| -26% | -$136K | ﹤0.01% | 228 |
|
|
2023
Q2 | $591K | Buy |
3,297
+996
| +43% | +$179K | ﹤0.01% | 210 |
|
|
2023
Q1 | $446K | Buy |
2,301
+171
| +8% | +$33.2K | ﹤0.01% | 222 |
|
|
2022
Q4 | $370K | Buy |
2,130
+40
| +2% | +$6.95K | ﹤0.01% | 227 |
|
|
2022
Q3 | $338K | Sell |
2,090
-157
| -7% | -$25.4K | ﹤0.01% | 210 |
|
|
2022
Q2 | $410K | Buy |
2,247
+131
| +6% | +$23.9K | ﹤0.01% | 204 |
|
|
2022
Q1 | $454K | Buy |
2,116
+88
| +4% | +$18.9K | ﹤0.01% | 198 |
|
|
2021
Q4 | $435K | Buy |
2,028
+186
| +10% | +$39.9K | ﹤0.01% | 195 |
|
|
2021
Q3 | $335K | Buy |
1,842
+163
| +10% | +$29.6K | ﹤0.01% | 192 |
|
|
2021
Q2 | $349K | Sell |
1,679
-5
| -0.3% | -$1.04K | ﹤0.01% | 190 |
|
|
2021
Q1 | $286K | Buy |
1,684
+1,011
| +150% | +$172K | ﹤0.01% | 200 |
|
|
2020
Q4 | $113K | Buy |
+673
| New | +$113K | ﹤0.01% | 239 |
|
|
2018
Q3 | – | Sell |
-2,196
| Closed | -$233K | – | 210 |
|
|
2018
Q2 | $233K | Buy |
+2,196
| New | +$233K | ﹤0.01% | 195 |
|
|
2018
Q1 | – | Sell |
-2,275
| Closed | -$271K | – | 224 |
|
|
2017
Q4 | $271K | Buy |
+2,275
| New | +$271K | ﹤0.01% | 208 |
|
|
2016
Q4 | – | Sell |
-2,007
| Closed | -$219K | – | 233 |
|
|
2016
Q3 | $219K | Buy |
+2,007
| New | +$219K | ﹤0.01% | 212 |
|
|
2016
Q2 | – | Sell |
-1,938
| Closed | -$204K | – | 223 |
|
|
2016
Q1 | $204K | Sell |
1,938
-493
| -20% | -$51.9K | ﹤0.01% | 213 |
|
|
2015
Q4 | $234K | Sell |
2,431
-72
| -3% | -$6.93K | ﹤0.01% | 222 |
|
|
2015
Q3 | $247K | Buy |
2,503
+106
| +4% | +$10.5K | ﹤0.01% | 216 |
|
|
2015
Q2 | $232K | Sell |
2,397
-310
| -11% | -$30K | ﹤0.01% | 215 |
|
|
2015
Q1 | $262K | Buy |
2,707
+107
| +4% | +$10.4K | ﹤0.01% | 213 |
|
|
2014
Q4 | $289K | Buy |
2,600
+3
| +0.1% | +$333 | ﹤0.01% | 216 |
|
|
2014
Q3 | $255K | Buy |
+2,597
| New | +$255K | ﹤0.01% | 214 |
|
|
2013
Q4 | – | Sell |
-934
| Closed | -$85K | – | 531 |
|
|
2013
Q3 | $85K | Buy |
934
+424
| +83% | +$38.6K | ﹤0.01% | 253 |
|
|
2013
Q2 | $44K | Buy |
+510
| New | +$44K | ﹤0.01% | 332 |
|