Laird Norton Wetherby Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $626K | Buy |
+6,198
| New | +$626K | 0.03% | 497 |
|
|
2024
Q4 | $1.06M | Sell |
8,400
-2,656
| -24% | -$335K | 0.05% | 326 |
|
|
2024
Q3 | $1.51M | Sell |
11,056
-1,197
| -10% | -$163K | 0.07% | 272 |
|
|
2024
Q2 | $1.68M | Sell |
12,253
-1,129
| -8% | -$155K | 0.08% | 242 |
|
|
2024
Q1 | $1.99M | Sell |
13,382
-290
| -2% | -$43.1K | 0.09% | 225 |
|
|
2023
Q4 | $2.15M | Buy |
13,672
+2,355
| +21% | +$370K | 0.11% | 189 |
|
|
2023
Q3 | $1.76M | Sell |
11,317
-1,932
| -15% | -$301K | 0.1% | 211 |
|
|
2023
Q2 | $2.37M | Sell |
13,249
-1,837
| -12% | -$329K | 0.13% | 153 |
|
|
2023
Q1 | $2.93M | Buy |
15,086
+848
| +6% | +$165K | 0.17% | 124 |
|
|
2022
Q4 | $2.48M | Buy |
14,238
+632
| +5% | +$110K | 0.16% | 140 |
|
|
2022
Q3 | $2.2M | Sell |
13,606
-1,210
| -8% | -$195K | 0.16% | 131 |
|
|
2022
Q2 | $2.71M | Buy |
14,816
+1,519
| +11% | +$277K | 0.18% | 101 |
|
|
2022
Q1 | $2.85M | Buy |
13,297
+689
| +5% | +$148K | 0.16% | 113 |
|
|
2021
Q4 | $2.7M | Buy |
12,608
+275
| +2% | +$59K | 0.15% | 117 |
|
|
2021
Q3 | $2.25M | Buy |
12,333
+139
| +1% | +$25.3K | 0.14% | 136 |
|
|
2021
Q2 | $2.54M | Buy |
12,194
+2,055
| +20% | +$427K | 0.15% | 120 |
|
|
2021
Q1 | $1.72M | Sell |
10,139
-2,241
| -18% | -$381K | 0.13% | 152 |
|
|
2020
Q4 | $2.09M | Buy |
12,380
+2,237
| +22% | +$377K | 0.14% | 138 |
|
|
2020
Q3 | $1.69M | Sell |
10,143
-258
| -2% | -$43K | 0.15% | 130 |
|
|
2020
Q2 | $1.16M | Sell |
10,401
-1,326
| -11% | -$147K | 0.11% | 181 |
|
|
2020
Q1 | $1.1M | Sell |
11,727
-3,127
| -21% | -$292K | 0.12% | 172 |
|
|
2019
Q4 | $1.74M | Sell |
14,854
-558
| -4% | -$65.3K | 0.17% | 137 |
|
|
2019
Q3 | $1.85M | Buy |
15,412
+542
| +4% | +$65K | 0.19% | 121 |
|
|
2019
Q2 | $1.54M | Buy |
14,870
+284
| +2% | +$29.3K | 0.17% | 144 |
|
|
2019
Q1 | $1.63M | Buy |
14,586
+1,135
| +8% | +$127K | 0.2% | 111 |
|
|
2018
Q4 | $1.31M | Sell |
13,451
-1,665
| -11% | -$162K | 0.19% | 122 |
|
|
2018
Q3 | $1.77M | Buy |
15,116
+724
| +5% | +$84.5K | 0.22% | 103 |
|
|
2018
Q2 | $1.53M | Buy |
14,392
+1,942
| +16% | +$206K | 0.21% | 107 |
|
|
2018
Q1 | $1.3M | Sell |
12,450
-1,701
| -12% | -$178K | 0.18% | 123 |
|
|
2017
Q4 | $1.69M | Buy |
14,151
+589
| +4% | +$70.2K | 0.23% | 89 |
|
|
2017
Q3 | $1.63M | Buy |
13,562
+422
| +3% | +$50.7K | 0.24% | 86 |
|
|
2017
Q2 | $1.45M | Buy |
13,140
+1,695
| +15% | +$187K | 0.25% | 81 |
|
|
2017
Q1 | $1.23M | Sell |
11,445
-925
| -7% | -$99.2K | 0.22% | 98 |
|
|
2016
Q4 | $1.42M | Buy |
12,370
+710
| +6% | +$81.4K | 0.28% | 75 |
|
|
2016
Q3 | $1.28M | Buy |
11,660
+746
| +7% | +$81.6K | 0.26% | 83 |
|
|
2016
Q2 | $1.18M | Buy |
10,914
+811
| +8% | +$87.4K | 0.26% | 84 |
|
|
2016
Q1 | $1.07M | Sell |
10,103
-698
| -6% | -$73.6K | 0.25% | 84 |
|
|
2015
Q4 | $1.04M | Buy |
10,801
+119
| +1% | +$11.5K | 0.25% | 88 |
|
|
2015
Q3 | $1.05M | Buy |
10,682
+671
| +7% | +$66.2K | 0.27% | 81 |
|
|
2015
Q2 | $970K | Buy |
10,011
+92
| +0.9% | +$8.91K | 0.23% | 93 |
|
|
2015
Q1 | $962K | Sell |
9,919
-71
| -0.7% | -$6.89K | 0.23% | 89 |
|
|
2014
Q4 | $1.11M | Buy |
9,990
+347
| +4% | +$38.6K | 0.28% | 73 |
|
|
2014
Q3 | $948K | Sell |
9,643
-9
| -0.1% | -$885 | 0.26% | 84 |
|
|
2014
Q2 | $991K | Sell |
9,652
-635
| -6% | -$65.2K | 0.28% | 79 |
|
|
2014
Q1 | $1M | Sell |
10,287
-202
| -2% | -$19.7K | 0.29% | 77 |
|
|
2013
Q4 | $1.1M | Buy |
10,489
+252
| +2% | +$26.5K | 0.31% | 68 |
|
|
2013
Q3 | $935K | Buy |
10,237
+226
| +2% | +$20.6K | 0.29% | 78 |
|
|
2013
Q2 | $866K | Buy |
+10,011
| New | +$866K | 0.3% | 72 |
|