LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Hold |
3,700
| – | – | ﹤0.01% | 230 |
|
|
2025
Q1 | $360K | Sell |
3,700
-900
| -20% | -$87.5K | ﹤0.01% | 230 |
|
|
2024
Q4 | $627K | Sell |
4,600
-31
| -0.7% | -$4.22K | 0.01% | 202 |
|
|
2024
Q3 | $641K | Sell |
4,631
-119
| -3% | -$16.5K | 0.01% | 199 |
|
|
2024
Q2 | $700K | Hold |
4,750
| – | – | 0.01% | 181 |
|
|
2024
Q1 | $690K | Hold |
4,750
| – | – | 0.01% | 179 |
|
|
2023
Q4 | $674K | Sell |
4,750
-187
| -4% | -$26.5K | 0.01% | 183 |
|
|
2023
Q3 | $701K | Sell |
4,937
-185
| -4% | -$26.3K | 0.01% | 172 |
|
|
2023
Q2 | $918K | Sell |
5,122
-28
| -0.5% | -$5.02K | 0.01% | 155 |
|
|
2023
Q1 | $999K | Sell |
5,150
-396
| -7% | -$76.8K | 0.01% | 153 |
|
|
2022
Q4 | $964K | Sell |
5,546
-600
| -10% | -$104K | 0.01% | 150 |
|
|
2022
Q3 | $993K | Hold |
6,146
| – | – | 0.01% | 145 |
|
|
2022
Q2 | $1.12M | Buy |
6,146
+578
| +10% | +$106K | 0.01% | 147 |
|
|
2022
Q1 | $1.19M | Buy |
5,568
+700
| +14% | +$150K | 0.01% | 147 |
|
|
2021
Q4 | $1.04M | Hold |
4,868
| – | – | 0.01% | 172 |
|
|
2021
Q3 | $886K | Sell |
4,868
-8
| -0.2% | -$1.46K | 0.01% | 175 |
|
|
2021
Q2 | $1.01M | Buy |
4,876
+1,093
| +29% | +$227K | 0.01% | 171 |
|
|
2021
Q1 | $643K | Buy |
3,783
+908
| +32% | +$154K | 0.01% | 191 |
|
|
2020
Q4 | $484K | Hold |
2,875
| – | – | 0.01% | 210 |
|
|
2020
Q3 | $479K | Hold |
2,875
| – | – | 0.01% | 192 |
|
|
2020
Q2 | $320K | Hold |
2,875
| – | – | ﹤0.01% | 211 |
|
|
2020
Q1 | $269K | Sell |
2,875
-475
| -14% | -$44.4K | ﹤0.01% | 218 |
|
|
2019
Q4 | $392K | Buy |
3,350
+274
| +9% | +$32.1K | 0.01% | 218 |
|
|
2019
Q3 | $369K | Buy |
3,076
+126
| +4% | +$15.1K | 0.01% | 217 |
|
|
2019
Q2 | $305K | Hold |
2,950
| – | – | ﹤0.01% | 227 |
|
|
2019
Q1 | $330K | Sell |
2,950
-800
| -21% | -$89.5K | 0.01% | 214 |
|
|
2018
Q4 | $366K | Hold |
3,750
| – | – | 0.01% | 213 |
|
|
2018
Q3 | $438K | Hold |
3,750
| – | – | 0.01% | 212 |
|
|
2018
Q2 | $398K | Sell |
3,750
-153
| -4% | -$16.2K | 0.01% | 220 |
|
|
2018
Q1 | $408K | Buy |
3,903
+290
| +8% | +$30.3K | 0.01% | 216 |
|
|
2017
Q4 | $430K | Sell |
3,613
-100
| -3% | -$11.9K | 0.01% | 210 |
|
|
2017
Q3 | $446K | Buy |
3,713
+25
| +0.7% | +$3K | 0.01% | 203 |
|
|
2017
Q2 | $407K | Sell |
3,688
-710
| -16% | -$78.4K | 0.01% | 208 |
|
|
2017
Q1 | $472K | Hold |
4,398
| – | – | 0.01% | 194 |
|
|
2016
Q4 | $504K | Buy |
4,398
+60
| +1% | +$6.88K | 0.01% | 191 |
|
|
2016
Q3 | $474K | Sell |
4,338
-125
| -3% | -$13.7K | 0.01% | 190 |
|
|
2016
Q2 | $481K | Buy |
4,463
+150
| +3% | +$16.2K | 0.01% | 188 |
|
|
2016
Q1 | $455K | Sell |
4,313
-6,040
| -58% | -$637K | 0.01% | 189 |
|
|
2015
Q4 | $996K | Sell |
10,353
-1,000
| -9% | -$96.2K | 0.02% | 155 |
|
|
2015
Q3 | $1.1M | Hold |
11,353
| – | – | 0.03% | 150 |
|
|
2015
Q2 | $1.1M | Buy |
11,353
+40
| +0.4% | +$3.88K | 0.03% | 150 |
|
|
2015
Q1 | $1.1M | Sell |
11,313
-565
| -5% | -$54.8K | 0.03% | 149 |
|
|
2014
Q4 | $1.32M | Buy |
11,878
+6,110
| +106% | +$679K | 0.03% | 138 |
|
|
2014
Q3 | $567K | Buy |
5,768
+100
| +2% | +$9.83K | 0.02% | 180 |
|
|
2014
Q2 | $582K | Sell |
5,668
-740
| -12% | -$76K | 0.02% | 181 |
|
|
2014
Q1 | $624K | Sell |
6,408
-1,025
| -14% | -$99.8K | 0.02% | 172 |
|
|
2013
Q4 | $781K | Sell |
7,433
-4,795
| -39% | -$504K | 0.02% | 160 |
|
|
2013
Q3 | $1.12M | Sell |
12,228
-5,284
| -30% | -$483K | 0.03% | 139 |
|
|
2013
Q2 | $1.51M | Buy |
+17,512
| New | +$1.51M | 0.05% | 130 |
|