LPL Financial’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 | $140M | Sell |
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|
2025
Q2 | $170M | Buy |
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|
2025
Q1 | $173M | Buy |
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|
2024
Q4 | $174M | Buy |
|
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|
2024
Q3 | $183M | Buy |
|
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|
2024
Q2 | $172M | Buy |
|
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|
2024
Q1 | $175M | Buy |
|
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|
2023
Q4 | $184M | Buy |
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|
2023
Q3 | $170M | Buy |
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|
2023
Q2 | $179M | Buy |
|
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|
2023
Q1 | $187M | Buy |
|
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|
2022
Q4 | $138M | Buy |
|
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|
2022
Q3 | $120M | Sell |
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|
2022
Q2 | $138M | Buy |
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|
2022
Q1 | $148M | Buy |
|
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|
2021
Q4 | $139M | Buy |
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|
2021
Q3 | $110M | Buy |
|
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|
2021
Q2 | $122M | Buy |
|
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|
2021
Q1 | $96.2M | Sell |
|
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|
2020
Q4 | $96.8M | Buy |
|
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|
2020
Q3 | $92M | Sell |
|
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|
2020
Q2 | $69.5M | Buy |
|
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|
2020
Q1 | $48.2M | Buy |
|
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|
2019
Q4 | $48M | Sell |
|
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|
2019
Q3 | $51.2M | Buy |
|
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|
2019
Q2 | $42.1M | Buy |
|
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|
2019
Q1 | $42.3M | Buy |
|
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|
2018
Q4 | $35.6M | Buy |
|
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|
2018
Q3 | $38.1M | Buy |
|
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|
2018
Q2 | $33.5M | Sell |
|
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|
2018
Q1 | $33.8M | Buy |
|
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|
2017
Q4 | $26.5M | Buy |
|
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|
2017
Q3 | $20.3M | Buy |
|
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|
2017
Q2 | $14.1M | Buy |
|
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|
2017
Q1 | $4.91M | Sell |
|
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|
2016
Q4 | $5.68M | Sell |
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|
2016
Q3 | $5.98M | Buy |
|
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|
2016
Q2 | $4.51M | Sell |
|
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|
2016
Q1 | $15.9M | Sell |
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|
2015
Q4 | $17.3M | Buy |
|
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|
2015
Q3 | $13.2M | Sell |
|
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|
2015
Q2 | $14.3M | Sell |
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|
2015
Q1 | $15M | Sell |
|
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|
2014
Q4 | $18.7M | Buy |
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|
2014
Q3 | $9.65M | Buy |
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|
2014
Q2 | $9.36M | Sell |
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|
2014
Q1 | $9.15M | Sell |
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|
2013
Q4 | $10.3M | Sell |
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|
2013
Q3 | $9.44M | Buy |
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|
2013
Q2 | $9.02M | Buy |
|