Klingman & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $230K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $233K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $93K | Buy |
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|
2016
Q2 | $76K | Hold |
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|
2016
Q1 | $74K | Sell |
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|
2015
Q4 | $77K | Sell |
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|
2015
Q3 | $82K | Sell |
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|
2015
Q2 | $90K | Buy |
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|
2015
Q1 | $85K | Buy |
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|
2014
Q4 | $67K | Buy |
|