KB
Kimelman & Baird’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Sell |
135,994
-5,469
| -4% | -$552K | 1.12% | 27 |
|
|
2025
Q1 | $15.6M | Buy |
141,463
+2,184
| +2% | +$240K | 1.32% | 24 |
|
|
2024
Q4 | $17.6M | Buy |
139,279
+1,702
| +1% | +$215K | 1.4% | 24 |
|
|
2024
Q3 | $18.8M | Sell |
137,577
-1,418
| -1% | -$193K | 1.5% | 23 |
|
|
2024
Q2 | $19M | Buy |
+138,995
| New | +$19M | 1.57% | 23 |
|
|
2021
Q2 | $29.9M | Buy |
+143,594
| New | +$29.9M | 2.66% | 14 |
|
|
2019
Q3 | $767K | Hold |
6,400
| – | – | 0.11% | 62 |
|
|
2019
Q2 | $661K | Hold |
6,400
| – | – | 0.09% | 68 |
|
|
2019
Q1 | $715K | Hold |
6,400
| – | – | 0.1% | 63 |
|
|
2018
Q4 | $624K | Hold |
6,400
| – | – | 0.1% | 67 |
|
|
2018
Q3 | $747K | Hold |
6,400
| – | – | 0.09% | 68 |
|
|
2018
Q2 | $680K | Buy |
+6,400
| New | +$680K | 0.09% | 70 |
|
|
2017
Q4 | $763K | Hold |
6,400
| – | – | 0.11% | 67 |
|
|
2017
Q3 | $769K | Hold |
6,400
| – | – | 0.11% | 66 |
|
|
2017
Q2 | $708K | Hold |
6,400
| – | – | 0.11% | 70 |
|
|
2017
Q1 | $687K | Hold |
6,400
| – | – | 0.1% | 68 |
|
|
2016
Q4 | $734K | Hold |
6,400
| – | – | 0.12% | 65 |
|
|
2016
Q3 | $700K | Sell |
6,400
-120
| -2% | -$13.1K | 0.12% | 68 |
|
|
2016
Q2 | $702K | Hold |
6,520
| – | – | 0.13% | 67 |
|
|
2016
Q1 | $688K | Hold |
6,520
| – | – | 0.13% | 69 |
|
|
2015
Q4 | $627K | Buy |
+6,520
| New | +$627K | 0.12% | 74 |
|
|
2015
Q2 | $763K | Buy |
7,870
+80
| +1% | +$7.76K | 0.13% | 77 |
|
|
2015
Q1 | $755K | Hold |
7,790
| – | – | 0.14% | 75 |
|
|
2014
Q4 | $866K | Hold |
7,790
| – | – | 0.16% | 74 |
|
|
2014
Q3 | $766K | Hold |
7,790
| – | – | 0.14% | 77 |
|
|
2014
Q2 | $800K | Hold |
7,790
| – | – | 0.14% | 75 |
|
|
2014
Q1 | $759K | Hold |
7,790
| – | – | 0.14% | 75 |
|
|
2013
Q4 | $819K | Hold |
7,790
| – | – | 0.16% | 73 |
|
|
2013
Q3 | $712K | Hold |
7,790
| – | – | 0.14% | 75 |
|
|
2013
Q2 | $674K | Buy |
+7,790
| New | +$674K | 0.14% | 75 |
|