Neville Rodie & Shaw’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 | $656K | Sell |
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|
2025
Q2 | $1.18M | Sell |
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|
2025
Q1 | $1.76M | Buy |
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|
2024
Q4 | $2M | Buy |
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|
2024
Q3 | $1.36M | Buy |
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|
2024
Q2 | $1.32M | Sell |
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|
2024
Q1 | $1.48M | Sell |
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|
2023
Q4 | $1.63M | Sell |
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|
2023
Q3 | $1.65M | Hold |
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|
2023
Q2 | $1.89M | Hold |
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|
2023
Q1 | $2.05M | Hold |
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|
2022
Q4 | $1.84M | Sell |
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|
2022
Q3 | $1.77M | Sell |
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|
2022
Q2 | $2.04M | Sell |
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|
2022
Q1 | $2.32M | Sell |
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|
2021
Q4 | $2.54M | Sell |
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|
2021
Q3 | $2.2M | Sell |
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|
2021
Q2 | $2.54M | Sell |
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|
2021
Q1 | $2.1M | Sell |
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|
2020
Q4 | $2.35M | Sell |
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|
2020
Q3 | $2.49M | Sell |
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|
2020
Q2 | $1.66M | Sell |
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|
2020
Q1 | $1.71M | Sell |
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|
2019
Q4 | $2.4M | Sell |
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|
2019
Q3 | $2.49M | Sell |
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|
2019
Q2 | $2.42M | Sell |
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|
2019
Q1 | $4.26M | Sell |
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|
2018
Q4 | $4.08M | Sell |
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|
2018
Q3 | $5.01M | Sell |
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|
2018
Q2 | $4.67M | Sell |
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|
2018
Q1 | $5.61M | Sell |
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|
2017
Q4 | $7.07M | Sell |
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|
2017
Q3 | $7.13M | Sell |
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|
2017
Q2 | $6.7M | Sell |
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|
2017
Q1 | $6.53M | Sell |
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|
2016
Q4 | $7.19M | Sell |
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|
2016
Q3 | $6.99M | Sell |
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|
2016
Q2 | $7.02M | Sell |
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|
2016
Q1 | $7.24M | Buy |
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|
2015
Q4 | $6.43M | Sell |
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|
2015
Q3 | $7.18M | Sell |
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|
2015
Q2 | $7.2M | Sell |
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|
2015
Q1 | $7.28M | Sell |
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|
2014
Q4 | $8.6M | Sell |
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|
2014
Q3 | $7.62M | Buy |
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|
2014
Q2 | $7.92M | Buy |
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|
2014
Q1 | $7.5M | Buy |
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|
2013
Q4 | $8.09M | Sell |
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|
2013
Q3 | $7.24M | Buy |
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|
2013
Q2 | $6.83M | Buy |
|