Montag & Caldwell’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $262K | Hold |
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|
2023
Q2 | $301K | Hold |
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|
2023
Q1 | $326K | Hold |
|
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|
2022
Q4 | $292K | Hold |
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|
2022
Q3 | $272K | Hold |
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|
2022
Q2 | $307K | Buy |
|
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $117M | Sell |
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|
2016
Q3 | $130M | Sell |
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|
2016
Q2 | $215M | Sell |
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|
2016
Q1 | $227M | Buy |
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|
2015
Q4 | $172M | Sell |
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|
2015
Q3 | $214M | Buy |
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|
2015
Q2 | $166M | Buy |
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|
2015
Q1 | $135M | Sell |
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|
2014
Q4 | $303M | Sell |
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|
2014
Q3 | $308M | Sell |
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|
2014
Q2 | $426M | Buy |
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|
2014
Q1 | $385M | Buy |
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|
2013
Q4 | $404M | Sell |
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|
2013
Q3 | $380M | Sell |
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|
2013
Q2 | $457M | Buy |
|