LB
Legacy Bridge’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146K | Sell |
1,451
-120
| -8% | -$12.1K | 0.07% | 143 |
|
|
2025
Q1 | $173K | Sell |
1,571
-47
| -3% | -$5.17K | 0.1% | 136 |
|
|
2024
Q4 | $204K | Hold |
1,618
| – | – | 0.11% | 133 |
|
|
2024
Q3 | $221K | Sell |
1,618
-57
| -3% | -$7.77K | 0.12% | 134 |
|
|
2024
Q2 | $229K | Hold |
1,675
| – | – | 0.14% | 124 |
|
|
2024
Q1 | $249K | Sell |
1,675
-164
| -9% | -$24.4K | 0.15% | 130 |
|
|
2023
Q4 | $289K | Hold |
1,839
| – | – | 0.19% | 117 |
|
|
2023
Q3 | $287K | Hold |
1,839
| – | – | 0.2% | 117 |
|
|
2023
Q2 | $330K | Hold |
1,839
| – | – | 0.22% | 119 |
|
|
2023
Q1 | $357K | Hold |
1,839
| – | – | 0.25% | 116 |
|
|
2022
Q4 | $320K | Buy |
1,839
+47
| +3% | +$8.17K | 0.23% | 118 |
|
|
2022
Q3 | $289K | Hold |
1,792
| – | – | 0.23% | 117 |
|
|
2022
Q2 | $327K | Sell |
1,792
-25
| -1% | -$4.56K | 0.24% | 117 |
|
|
2022
Q1 | $390K | Hold |
1,817
| – | – | 0.23% | 122 |
|
|
2021
Q4 | $389K | Hold |
1,817
| – | – | 0.2% | 125 |
|
|
2021
Q3 | $331K | Buy |
1,817
+40
| +2% | +$7.29K | 0.19% | 127 |
|
|
2021
Q2 | $370K | Sell |
1,777
-100
| -5% | -$20.8K | 0.21% | 126 |
|
|
2021
Q1 | $319K | Sell |
1,877
-57
| -3% | -$9.69K | 0.21% | 119 |
|
|
2020
Q4 | $326K | Hold |
1,934
| – | – | 0.24% | 114 |
|
|
2020
Q3 | $322K | Sell |
1,934
-56
| -3% | -$9.32K | 0.29% | 105 |
|
|
2020
Q2 | $221K | Sell |
1,990
-250
| -11% | -$27.8K | 0.24% | 114 |
|
|
2020
Q1 | $209K | Sell |
2,240
-4,294
| -66% | -$401K | 0.26% | 113 |
|
|
2019
Q4 | $765K | Buy |
6,534
+401
| +7% | +$46.9K | 0.64% | 60 |
|
|
2019
Q3 | $735K | Sell |
6,133
-312
| -5% | -$37.4K | 0.7% | 48 |
|
|
2019
Q2 | $666K | Hold |
6,445
| – | – | 0.64% | 59 |
|
|
2019
Q1 | $720K | Hold |
6,445
| – | – | 0.74% | 41 |
|
|
2018
Q4 | $629K | Buy |
+6,445
| New | +$629K | 0.78% | 41 |
|