PP
Patten & Patten’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
2,450
-1,768
| -42% | -$178K | 0.02% | 288 |
|
|
2025
Q1 | $464K | Buy |
4,218
+830
| +24% | +$91.3K | 0.03% | 231 |
|
|
2024
Q4 | $427K | Buy |
3,388
+3
| +0.1% | +$378 | 0.03% | 235 |
|
|
2024
Q3 | $461K | Buy |
3,385
+165
| +5% | +$22.5K | 0.03% | 225 |
|
|
2024
Q2 | $441K | Sell |
3,220
-12
| -0.4% | -$1.64K | 0.03% | 228 |
|
|
2024
Q1 | $480K | Buy |
3,232
+283
| +10% | +$42.1K | 0.03% | 219 |
|
|
2023
Q4 | $464K | Sell |
2,949
-119
| -4% | -$18.7K | 0.04% | 201 |
|
|
2023
Q3 | $478K | Sell |
3,068
-31
| -1% | -$4.83K | 0.04% | 197 |
|
|
2023
Q2 | $555K | Sell |
3,099
-85
| -3% | -$15.2K | 0.05% | 190 |
|
|
2023
Q1 | $618K | Sell |
3,184
-22
| -0.7% | -$4.27K | 0.05% | 178 |
|
|
2022
Q4 | $557K | Sell |
3,206
-101
| -3% | -$17.5K | 0.05% | 183 |
|
|
2022
Q3 | $534K | Sell |
3,307
-700
| -17% | -$113K | 0.05% | 187 |
|
|
2022
Q2 | $731K | Sell |
4,007
-30,182
| -88% | -$5.51M | 0.06% | 171 |
|
|
2022
Q1 | $7.33M | Sell |
34,189
-450
| -1% | -$96.5K | 0.54% | 55 |
|
|
2021
Q4 | $7.42M | Sell |
34,639
-767
| -2% | -$164K | 0.51% | 57 |
|
|
2021
Q3 | $6.45M | Sell |
35,406
-298
| -0.8% | -$54.3K | 0.49% | 59 |
|
|
2021
Q2 | $7.43M | Sell |
35,704
-4,475
| -11% | -$931K | 0.57% | 53 |
|
|
2021
Q1 | $6.83M | Buy |
40,179
+6,838
| +21% | +$1.16M | 0.56% | 53 |
|
|
2020
Q4 | $5.62M | Sell |
33,341
-368
| -1% | -$62K | 0.49% | 56 |
|
|
2020
Q3 | $5.62M | Sell |
33,709
-468
| -1% | -$78K | 0.56% | 50 |
|
|
2020
Q2 | $3.8M | Buy |
34,177
+696
| +2% | +$77.4K | 0.42% | 64 |
|
|
2020
Q1 | $3.13M | Buy |
+33,481
| New | +$3.13M | 0.41% | 62 |
|
|
2019
Q4 | – | Sell |
-1,706
| Closed | -$204K | – | 244 |
|
|
2019
Q3 | $204K | Sell |
1,706
-425
| -20% | -$50.8K | 0.02% | 228 |
|
|
2019
Q2 | $220K | Sell |
2,131
-380
| -15% | -$39.2K | 0.02% | 227 |
|
|
2019
Q1 | $281K | Hold |
2,511
| – | – | 0.03% | 201 |
|
|
2018
Q4 | $245K | Hold |
2,511
| – | – | 0.03% | 208 |
|
|
2018
Q3 | $293K | Hold |
2,511
| – | – | 0.03% | 207 |
|
|
2018
Q2 | $267K | Hold |
2,511
| – | – | 0.03% | 210 |
|
|
2018
Q1 | $263K | Hold |
2,511
| – | – | 0.03% | 210 |
|
|
2017
Q4 | $299K | Hold |
2,511
| – | – | 0.03% | 208 |
|
|
2017
Q3 | $302K | Buy |
2,511
+265
| +12% | +$31.9K | 0.03% | 210 |
|
|
2017
Q2 | $248K | Buy |
2,246
+97
| +5% | +$10.7K | 0.03% | 223 |
|
|
2017
Q1 | $231K | Sell |
2,149
-316
| -13% | -$34K | 0.03% | 222 |
|
|
2016
Q4 | $283K | Buy |
2,465
+500
| +25% | +$57.4K | 0.03% | 195 |
|
|
2016
Q3 | $215K | Buy |
+1,965
| New | +$215K | 0.03% | 203 |
|