PP
PDS Planning’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Buy |
34,781
+132
| +0.4% | +$13.3K | 0.26% | 55 |
|
|
2025
Q1 | $3.81M | Buy |
34,649
+66
| +0.2% | +$7.26K | 0.32% | 47 |
|
|
2024
Q4 | $4.36M | Buy |
34,583
+327
| +1% | +$41.2K | 0.39% | 44 |
|
|
2024
Q3 | $4.67M | Sell |
34,256
-418
| -1% | -$57K | 0.42% | 41 |
|
|
2024
Q2 | $4.75M | Sell |
34,674
-147
| -0.4% | -$20.1K | 0.48% | 40 |
|
|
2024
Q1 | $5.18M | Buy |
34,821
+4
| +0% | +$595 | 0.54% | 33 |
|
|
2023
Q4 | $5.47M | Buy |
34,817
+111
| +0.3% | +$17.5K | 0.62% | 31 |
|
|
2023
Q3 | $5.41M | Sell |
34,706
-267
| -0.8% | -$41.6K | 0.7% | 28 |
|
|
2023
Q2 | $6.27M | Sell |
34,973
-333
| -0.9% | -$59.7K | 0.8% | 26 |
|
|
2023
Q1 | $6.85M | Buy |
35,306
+1,070
| +3% | +$208K | 0.94% | 24 |
|
|
2022
Q4 | $5.95M | Buy |
34,236
+32
| +0.1% | +$5.56K | 0.95% | 24 |
|
|
2022
Q3 | $5.53M | Sell |
34,204
-292
| -0.8% | -$47.2K | 1.01% | 22 |
|
|
2022
Q2 | $6.3M | Sell |
34,496
-522
| -1% | -$95.3K | 1.14% | 21 |
|
|
2022
Q1 | $7.51M | Buy |
35,018
+419
| +1% | +$89.9K | 1.32% | 17 |
|
|
2021
Q4 | $7.42M | Buy |
34,599
+115
| +0.3% | +$24.6K | 1.42% | 15 |
|
|
2021
Q3 | $6.28M | Buy |
34,484
+161
| +0.5% | +$29.3K | 1.45% | 16 |
|
|
2021
Q2 | $7.14M | Sell |
34,323
-917
| -3% | -$191K | 1.74% | 14 |
|
|
2021
Q1 | $5.99M | Buy |
35,240
+59
| +0.2% | +$10K | 1.74% | 15 |
|
|
2020
Q4 | $5.92M | Sell |
35,181
-48
| -0.1% | -$8.08K | 2.03% | 13 |
|
|
2020
Q3 | $5.87M | Buy |
35,229
+24
| +0.1% | +$4K | 2.39% | 11 |
|
|
2020
Q2 | $3.91M | Buy |
35,205
+573
| +2% | +$63.7K | 1.77% | 14 |
|
|
2020
Q1 | $3.24M | Buy |
34,632
+116
| +0.3% | +$10.8K | 2.06% | 15 |
|
|
2019
Q4 | $4.04M | Sell |
34,516
-21
| -0.1% | -$2.46K | 2.55% | 11 |
|
|
2019
Q3 | $4.14M | Sell |
34,537
-63
| -0.2% | -$7.55K | 2.87% | 11 |
|
|
2019
Q2 | $3.57M | Sell |
34,600
-388
| -1% | -$40.1K | 2.66% | 11 |
|
|
2019
Q1 | $3.91M | Sell |
34,988
-123
| -0.4% | -$13.7K | 3.04% | 11 |
|
|
2018
Q4 | $3.42M | Buy |
35,111
+3
| +0% | +$293 | 2.94% | 10 |
|
|
2018
Q3 | $4.1M | Buy |
35,108
+26,025
| +287% | +$3.04M | 3.51% | 8 |
|
|
2018
Q2 | $965K | Sell |
9,083
-191
| -2% | -$20.3K | 0.95% | 26 |
|
|
2018
Q1 | $971K | Sell |
9,274
-786
| -8% | -$82.3K | 0.98% | 25 |
|
|
2017
Q4 | $1.2M | Buy |
+10,060
| New | +$1.2M | 1.21% | 21 |
|