Pathstone Family Office’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
Q3 | $10.8M | Buy |
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|
2023
Q2 | $8.8M | Sell |
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|
2023
Q1 | $8.88M | Sell |
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|
2022
Q4 | $17.3M | Buy |
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|
2022
Q3 | $16.9M | Buy |
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|
2022
Q2 | $4.14M | Buy |
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|
2022
Q1 | $5.3M | Sell |
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|
2021
Q4 | $4.62M | Buy |
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|
2021
Q3 | $3.67M | Buy |
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|
2021
Q2 | $2.87M | Buy |
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|
2021
Q1 | $2.09M | Buy |
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|
2020
Q4 | $1.05M | Sell |
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|
2020
Q3 | $1.15M | Buy |
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|
2020
Q2 | $750K | Hold |
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|
2020
Q1 | $631K | Buy |
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|
2019
Q4 | $7.8M | Sell |
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|
2019
Q3 | $871K | Hold |
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|
2019
Q2 | $751K | Sell |
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|
2019
Q1 | $819K | Buy |
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|
2018
Q4 | $680K | Hold |
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|
2018
Q3 | $814K | Hold |
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|
2018
Q2 | $740K | Hold |
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|
2018
Q1 | $729K | Hold |
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|
2017
Q4 | $830K | Sell |
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|
2017
Q3 | $963K | Hold |
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|
2017
Q2 | $886K | Sell |
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|
2017
Q1 | $863K | Sell |
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|
2016
Q4 | $986K | Sell |
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|
2016
Q3 | $1.07M | Hold |
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|
2016
Q2 | $1.05M | Hold |
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|
2016
Q1 | $1.03M | Buy |
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|
2015
Q4 | $47K | Sell |
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|
2015
Q3 | $168K | Buy |
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|
2015
Q2 | $98K | Hold |
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|
2015
Q1 | $98K | Hold |
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|
2014
Q4 | $112K | Hold |
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|
2014
Q3 | $99K | Hold |
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|
2014
Q2 | $103K | Hold |
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|
2014
Q1 | $99K | Hold |
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|
2013
Q4 | $106K | Sell |
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|
2013
Q3 | $103K | Buy |
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|
2013
Q2 | $88K | Buy |
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