Patriot Financial Group Insurance Agency’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 | $719K | Buy |
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|
2025
Q2 | $793K | Buy |
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|
2025
Q1 | $730K | Buy |
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|
2024
Q4 | $704K | Buy |
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|
2024
Q3 | $760K | Sell |
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|
2024
Q2 | $913K | Buy |
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|
2024
Q1 | $734K | Buy |
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|
2023
Q4 | $770K | Buy |
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|
2023
Q3 | $747K | Buy |
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|
2023
Q2 | $790K | Buy |
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|
2023
Q1 | $843K | Buy |
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|
2022
Q4 | $704K | Buy |
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|
2022
Q3 | $563K | Buy |
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|
2022
Q2 | $632K | Buy |
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|
2022
Q1 | $612K | Sell |
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|
2021
Q4 | $633K | Sell |
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|
2021
Q3 | $786K | Buy |
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|
2021
Q2 | $816K | Buy |
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|
2021
Q1 | $601K | Buy |
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|
2020
Q4 | $512K | Buy |
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|
2020
Q3 | $222K | Buy |
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|
2020
Q2 | $140K | Buy |
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|
2020
Q1 | $102K | Buy |
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|
2019
Q4 | $107K | Sell |
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|
2019
Q3 | $134K | Sell |
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|
2019
Q2 | $148K | Buy |
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|
2019
Q1 | $138K | Buy |
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|
2018
Q4 | $120K | Sell |
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|
2018
Q3 | $163K | Buy |
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|
2018
Q2 | $35K | Sell |
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|
2018
Q1 | $143K | Sell |
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|
2017
Q4 | $415K | Buy |
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|
2017
Q3 | $31K | Buy |
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|
2017
Q2 | $28K | Hold |
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|
2017
Q1 | $27K | Sell |
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|
2016
Q4 | $69K | Buy |
|