Patten Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $257K | Sell |
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|
2023
Q4 | $378K | Sell |
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|
2023
Q3 | $500K | Sell |
|
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|
2023
Q2 | $690K | Sell |
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|
2023
Q1 | $751K | Buy |
|
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|
2022
Q4 | $631K | Sell |
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|
2022
Q3 | $589K | Buy |
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|
2022
Q2 | $689K | Buy |
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|
2022
Q1 | $791K | Buy |
|
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|
2021
Q4 | $791K | Hold |
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|
2021
Q3 | $672K | Buy |
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|
2021
Q2 | $740K | Buy |
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|
2021
Q1 | $603K | Sell |
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|
2020
Q4 | $9.09M | Buy |
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|
2020
Q3 | $579K | Sell |
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|
2020
Q2 | $398K | Buy |
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|
2020
Q1 | $281K | Sell |
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|
2019
Q4 | $430K | Buy |
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|
2019
Q3 | $436K | Buy |
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|
2019
Q2 | $373K | Sell |
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|
2019
Q1 | $413K | Buy |
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|
2018
Q4 | $358K | Sell |
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|
2018
Q3 | $443K | Hold |
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|
2018
Q2 | $403K | Buy |
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|
2018
Q1 | $371K | Sell |
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|
2017
Q4 | $555K | Sell |
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|
2017
Q3 | $618K | Sell |
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|
2017
Q2 | $1.2M | Sell |
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|
2017
Q1 | $1.66M | Sell |
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|
2016
Q4 | $2.17M | Sell |
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|
2016
Q3 | $2.03M | Sell |
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|
2016
Q2 | $2.1M | Buy |
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|
2016
Q1 | $2.03M | Sell |
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|
2015
Q4 | $1.88M | Buy |
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|
2015
Q3 | $1.85M | Buy |
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|
2015
Q2 | $1.57M | Buy |
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|
2015
Q1 | $402K | Buy |
|