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NewEdge Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Buy |
120,753
+28,802
| +31% | +$2.91M | 0.06% | 318 |
|
|
2025
Q1 | $10.1M | Sell |
91,951
-149
| -0.2% | -$16.4K | 0.06% | 318 |
|
|
2024
Q4 | $11.6M | Sell |
92,100
-1,478
| -2% | -$186K | 0.07% | 279 |
|
|
2024
Q3 | $12.8M | Sell |
93,578
-9,507
| -9% | -$1.3M | 0.08% | 242 |
|
|
2024
Q2 | $14.1M | Sell |
103,085
-6,298
| -6% | -$862K | 0.1% | 198 |
|
|
2024
Q1 | $16.3M | Buy |
109,383
+3,665
| +3% | +$545K | 0.14% | 156 |
|
|
2023
Q4 | $16.7M | Sell |
105,718
-8,653
| -8% | -$1.37M | 0.16% | 136 |
|
|
2023
Q3 | $17.8M | Sell |
114,371
-150,396
| -57% | -$23.4M | 0.2% | 116 |
|
|
2023
Q2 | $47.5M | Sell |
264,767
-4,094
| -2% | -$734K | 0.54% | 29 |
|
|
2023
Q1 | $52M | Buy |
268,861
+19,004
| +8% | +$3.68M | 0.65% | 20 |
|
|
2022
Q4 | $7.92M | Buy |
249,857
+13,647
| +6% | +$433K | 0.21% | 106 |
|
|
2022
Q3 | $38.2M | Sell |
236,210
-2,100
| -0.9% | -$339K | 0.63% | 23 |
|
|
2022
Q2 | $43.5M | Buy |
238,310
+22,254
| +10% | +$4.06M | 0.72% | 13 |
|
|
2022
Q1 | $46.3M | Buy |
216,056
+6,834
| +3% | +$1.47M | 0.75% | 17 |
|
|
2021
Q4 | $44.8M | Buy |
209,222
+23,326
| +13% | +$5M | 0.68% | 21 |
|
|
2021
Q3 | $33.9M | Buy |
185,896
+10,437
| +6% | +$1.9M | 0.84% | 18 |
|
|
2021
Q2 | $36.5M | Buy |
175,459
+7,659
| +5% | +$1.59M | 0.97% | 13 |
|
|
2021
Q1 | $28.5M | Buy |
167,800
+30,745
| +22% | +$5.23M | 0.85% | 22 |
|
|
2020
Q4 | $23.1M | Buy |
137,055
+105,553
| +335% | +$17.8M | 0.76% | 32 |
|
|
2020
Q3 | $5.25M | Buy |
31,502
+11,067
| +54% | +$1.84M | 0.18% | 120 |
|
|
2020
Q2 | $2.27M | Sell |
20,435
-3,744
| -15% | -$416K | 0.09% | 206 |
|
|
2020
Q1 | $2.26M | Buy |
24,179
+4,448
| +23% | +$416K | 0.11% | 180 |
|
|
2019
Q4 | $2.31M | Sell |
19,731
-18
| -0.1% | -$2.11K | 0.09% | 220 |
|
|
2019
Q3 | $2.37M | Buy |
19,749
+712
| +4% | +$85.3K | 0.11% | 188 |
|
|
2019
Q2 | $1.97M | Sell |
19,037
-243
| -1% | -$25.1K | 0.12% | 173 |
|
|
2019
Q1 | $2.15M | Sell |
19,280
-1,186
| -6% | -$133K | 0.14% | 159 |
|
|
2018
Q4 | $2K | Sell |
20,466
-2,216
| -10% | -$216 | 0.13% | 154 |
|
|
2018
Q3 | $2.65M | Sell |
22,682
-608
| -3% | -$71K | 0.2% | 116 |
|
|
2018
Q2 | $2.47K | Buy |
23,290
+6,469
| +38% | +$686 | 0.23% | 104 |
|
|
2018
Q1 | $1.75M | Sell |
16,821
-601
| -3% | -$62.4K | 0.2% | 112 |
|
|
2017
Q4 | $2.25M | Buy |
17,422
+1,052
| +6% | +$136K | 0.3% | 78 |
|
|
2017
Q3 | $1.92M | Buy |
16,370
+488
| +3% | +$57.2K | 0.3% | 84 |
|
|
2017
Q2 | $1.75M | Buy |
15,882
+2,709
| +21% | +$299K | 0.3% | 81 |
|
|
2017
Q1 | $1.4M | Buy |
13,173
+1,822
| +16% | +$194K | 0.32% | 79 |
|
|
2016
Q4 | $1.29M | Sell |
11,351
-890
| -7% | -$101K | 0.36% | 67 |
|
|
2016
Q3 | $1.34M | Buy |
12,241
+2,930
| +31% | +$321K | 0.42% | 57 |
|
|
2016
Q2 | $998K | Buy |
+9,311
| New | +$998K | 0.41% | 59 |
|