Obermeyer Wealth Partners’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,149
| Closed | -$271K | – | 277 |
|
|
2024
Q4 | $271K | Buy |
2,149
+1
| +0% | +$126 | 0.01% | 218 |
|
|
2024
Q3 | $293K | Buy |
2,148
+24
| +1% | +$3.27K | 0.02% | 207 |
|
|
2024
Q2 | $291K | Buy |
2,124
+145
| +7% | +$19.8K | 0.02% | 198 |
|
|
2024
Q1 | $294K | Sell |
1,979
-1,733
| -47% | -$258K | 0.02% | 193 |
|
|
2023
Q4 | $584K | Sell |
3,712
-214
| -5% | -$33.6K | 0.04% | 104 |
|
|
2023
Q3 | $612K | Buy |
3,926
+321
| +9% | +$50K | 0.05% | 99 |
|
|
2023
Q2 | $646K | Sell |
3,605
-81
| -2% | -$14.5K | 0.05% | 100 |
|
|
2023
Q1 | $715K | Hold |
3,686
| – | – | 0.05% | 88 |
|
|
2022
Q4 | $641K | Hold |
3,686
| – | – | 0.05% | 96 |
|
|
2022
Q3 | $595K | Sell |
3,686
-105
| -3% | -$16.9K | 0.05% | 95 |
|
|
2022
Q2 | $692K | Buy |
3,791
+76
| +2% | +$13.9K | 0.05% | 86 |
|
|
2022
Q1 | $797K | Buy |
3,715
+487
| +15% | +$104K | 0.05% | 93 |
|
|
2021
Q4 | $692K | Buy |
3,228
+138
| +4% | +$29.6K | 0.04% | 101 |
|
|
2021
Q3 | $563K | Buy |
3,090
+350
| +13% | +$63.8K | 0.03% | 113 |
|
|
2021
Q2 | $570K | Sell |
2,740
-265
| -9% | -$55.1K | 0.03% | 115 |
|
|
2021
Q1 | $511K | Buy |
+3,005
| New | +$511K | 0.03% | 126 |
|
|
2017
Q2 | – | Sell |
-3,205
| Closed | -$344K | – | 135 |
|
|
2017
Q1 | $344K | Hold |
3,205
| – | – | 0.03% | 97 |
|
|
2016
Q4 | $367K | Sell |
3,205
-240
| -7% | -$27.5K | 0.04% | 96 |
|
|
2016
Q3 | $377K | Hold |
3,445
| – | – | 0.04% | 92 |
|
|
2016
Q2 | $371K | Hold |
3,445
| – | – | 0.04% | 89 |
|
|
2016
Q1 | $363K | Hold |
3,445
| – | – | 0.03% | 88 |
|
|
2015
Q4 | $332K | Buy |
3,445
+240
| +7% | +$23.1K | 0.03% | 93 |
|
|
2015
Q3 | $316K | Hold |
3,205
| – | – | 0.03% | 93 |
|
|
2015
Q2 | $311K | Hold |
3,205
| – | – | 0.03% | 105 |
|
|
2015
Q1 | $311K | Hold |
3,205
| – | – | 0.03% | 113 |
|
|
2014
Q4 | $356K | Buy |
+3,205
| New | +$356K | 0.03% | 110 |
|
|
2013
Q3 | – | Sell |
-10
| Closed | -$1K | – | 265 |
|
|
2013
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 357 |
|