Modera Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.09M | Sell |
92,401
-14,609
| -14% | -$1.57M | 0.11% | 134 |
|
|
2025
Q4 | $10.6M | Sell |
107,010
-9,911
| -8% | -$927K | 0.12% | 123 |
|
|
2025
Q3 | $9.77M | Sell |
116,921
-8,716
| -7% | -$789K | 0.11% | 126 |
|
|
2025
Q2 | $12.7M | Sell |
125,637
-12,670
| -9% | -$1.25M | 0.16% | 109 |
|
|
2025
Q1 | $15.2M | Sell |
138,307
-488
| -0.4% | -$58.4K | 0.21% | 92 |
|
|
2024
Q4 | $17.5M | Sell |
138,795
-1,363
| -1% | -$179K | 0.21% | 90 |
|
|
2024
Q3 | $19.1M | Buy |
140,158
+100
| +0.1% | +$13.1K | 0.24% | 81 |
|
|
2024
Q2 | $19.2M | Buy |
140,058
+751
| +0.5% | +$108K | 0.28% | 78 |
|
|
2024
Q1 | $20.7M | Buy |
139,307
+7,468
| +6% | +$1.14M | 0.32% | 71 |
|
|
2023
Q4 | $20.7M | Buy |
131,839
+204
| +0.2% | +$30.8K | 0.34% | 70 |
|
|
2023
Q3 | $20.5M | Sell |
131,635
-3,146
| -2% | -$543K | 0.39% | 64 |
|
|
2023
Q2 | $24.2M | Buy |
+134,781
| New | +$23.9M | 0.44% | 59 |
|
|
2023
Q1 | – | Sell |
-1,209
| Closed | -$210K | – | 367 |
|
|
2022
Q4 | $210K | Sell |
1,209
-245
| -17% | -$42.4K | 0.01% | 326 |
|
|
2022
Q3 | $235K | Buy |
1,454
+31
| +2% | +$5.87K | 0.01% | 280 |
|
|
2022
Q2 | $260K | Buy |
1,423
+273
| +24% | +$49.8K | 0.01% | 280 |
|
|
2022
Q1 | $247K | Sell |
1,150
-5,746
| -83% | -$1.22M | 0.01% | 316 |
|
|
2021
Q4 | $1.48M | Buy |
+6,896
| New | +$1.4M | 0.06% | 136 |
|
|
2016
Q1 | – | Sell |
-5,658
| Closed | -$544K | – | 113 |
|
|
2015
Q4 | $544K | Buy |
+5,658
| New | +$578K | 0.21% | 37 |
|
|
2014
Q1 | – | Sell |
-10,581
| Closed | -$1.11M | – | 84 |
|
|
2013
Q4 | $1.11M | Sell |
10,581
-42
| -0.4% | -$4.14K | 0.42% | 28 |
|
|
2013
Q3 | $971K | Hold |
10,623
| – | – | 0.47% | 23 |
|
|
2013
Q2 | $919K | Buy |
+10,623
| New | +$911K | 0.47% | 23 |
|
Other funds holding UPS
VCM
VPM
