Loring Wolcott & Coolidge Fiduciary Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $287K | Sell |
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|
2025
Q2 | $373K | Hold |
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|
2025
Q1 | $360K | Sell |
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|
2024
Q4 | $627K | Sell |
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|
2024
Q3 | $641K | Sell |
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|
2024
Q2 | $700K | Hold |
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|
2024
Q1 | $690K | Hold |
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|
2023
Q4 | $674K | Sell |
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|
2023
Q3 | $701K | Sell |
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|
2023
Q2 | $918K | Sell |
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|
2023
Q1 | $999K | Sell |
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|
2022
Q4 | $964K | Sell |
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|
2022
Q3 | $993K | Hold |
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|
2022
Q2 | $1.12M | Buy |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $1.04M | Hold |
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|
2021
Q3 | $886K | Sell |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $643K | Buy |
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|
2020
Q4 | $484K | Hold |
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|
2020
Q3 | $479K | Hold |
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|
2020
Q2 | $320K | Hold |
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|
2020
Q1 | $269K | Sell |
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|
2019
Q4 | $392K | Buy |
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|
2019
Q3 | $369K | Buy |
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|
2019
Q2 | $305K | Hold |
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|
2019
Q1 | $330K | Sell |
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|
2018
Q4 | $366K | Hold |
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|
2018
Q3 | $438K | Hold |
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|
2018
Q2 | $398K | Sell |
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|
2018
Q1 | $408K | Buy |
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|
2017
Q4 | $430K | Sell |
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|
2017
Q3 | $446K | Buy |
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|
2017
Q2 | $407K | Sell |
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|
2017
Q1 | $472K | Hold |
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|
2016
Q4 | $504K | Buy |
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|
2016
Q3 | $474K | Sell |
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|
2016
Q2 | $481K | Buy |
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|
2016
Q1 | $455K | Sell |
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|
2015
Q4 | $996K | Sell |
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|
2015
Q3 | $1.1M | Hold |
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|
2015
Q2 | $1.1M | Buy |
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|
2015
Q1 | $1.1M | Sell |
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|
2014
Q4 | $1.32M | Buy |
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|
2014
Q3 | $567K | Buy |
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|
2014
Q2 | $582K | Sell |
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|
2014
Q1 | $624K | Sell |
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|
2013
Q4 | $781K | Sell |
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|
2013
Q3 | $1.12M | Sell |
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|
2013
Q2 | $1.51M | Buy |
|