Patten & Patten’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
Q2 | $247K | Sell |
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|
2025
Q1 | $464K | Buy |
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|
2024
Q4 | $427K | Buy |
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|
2024
Q3 | $461K | Buy |
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|
2024
Q2 | $441K | Sell |
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|
2024
Q1 | $480K | Buy |
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|
2023
Q4 | $464K | Sell |
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|
2023
Q3 | $478K | Sell |
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|
2023
Q2 | $555K | Sell |
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|
2023
Q1 | $618K | Sell |
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|
2022
Q4 | $557K | Sell |
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|
2022
Q3 | $534K | Sell |
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|
2022
Q2 | $731K | Sell |
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|
2022
Q1 | $7.33M | Sell |
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|
2021
Q4 | $7.42M | Sell |
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|
2021
Q3 | $6.45M | Sell |
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|
2021
Q2 | $7.42M | Sell |
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|
2021
Q1 | $6.83M | Buy |
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|
2020
Q4 | $5.62M | Sell |
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|
2020
Q3 | $5.62M | Sell |
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|
2020
Q2 | $3.8M | Buy |
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|
2020
Q1 | $3.13M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $204K | Sell |
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|
2019
Q2 | $220K | Sell |
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|
2019
Q1 | $281K | Hold |
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|
2018
Q4 | $245K | Hold |
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|
2018
Q3 | $293K | Hold |
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|
2018
Q2 | $267K | Hold |
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|
2018
Q1 | $263K | Hold |
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|
2017
Q4 | $299K | Hold |
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|
2017
Q3 | $302K | Buy |
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|
2017
Q2 | $248K | Buy |
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|
2017
Q1 | $231K | Sell |
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|
2016
Q4 | $283K | Buy |
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|
2016
Q3 | $215K | Buy |
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