Peoples Financial Services Corp’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Hold |
3,944
| – | – | 0.2% | 103 |
|
|
2025
Q1 | $434K | Sell |
3,944
-310
| -7% | -$34.1K | 0.21% | 102 |
|
|
2024
Q4 | $536K | Sell |
4,254
-65
| -2% | -$8.2K | 0.25% | 93 |
|
|
2024
Q3 | $589K | Sell |
4,319
-67
| -2% | -$9.14K | 0.27% | 93 |
|
|
2024
Q2 | $600K | Sell |
4,386
-539
| -11% | -$73.8K | 0.27% | 92 |
|
|
2024
Q1 | $732K | Sell |
4,925
-418
| -8% | -$62.1K | 0.32% | 82 |
|
|
2023
Q4 | $840K | Sell |
5,343
-63
| -1% | -$9.91K | 0.36% | 74 |
|
|
2023
Q3 | $843K | Buy |
5,406
+494
| +10% | +$77K | 0.4% | 71 |
|
|
2023
Q2 | $880K | Sell |
4,912
-135
| -3% | -$24.2K | 0.39% | 68 |
|
|
2023
Q1 | $979K | Sell |
5,047
-41
| -0.8% | -$7.95K | 0.46% | 59 |
|
|
2022
Q4 | $884K | Buy |
5,088
+114
| +2% | +$19.8K | 0.41% | 69 |
|
|
2022
Q3 | $803K | Buy |
4,974
+134
| +3% | +$21.6K | 0.41% | 66 |
|
|
2022
Q2 | $884K | Buy |
4,840
+65
| +1% | +$11.9K | 0.42% | 65 |
|
|
2022
Q1 | $1.02M | Buy |
4,775
+2,580
| +118% | +$553K | 0.44% | 62 |
|
|
2021
Q4 | $470K | Hold |
2,195
| – | – | 0.18% | 101 |
|
|
2021
Q3 | $399K | Hold |
2,195
| – | – | 0.17% | 102 |
|
|
2021
Q2 | $456K | Hold |
2,195
| – | – | 0.19% | 95 |
|
|
2021
Q1 | $373K | Hold |
2,195
| – | – | 0.16% | 102 |
|
|
2020
Q4 | $369K | Buy |
2,195
+88
| +4% | +$14.8K | 0.17% | 98 |
|
|
2020
Q3 | $351K | Buy |
2,107
+50
| +2% | +$8.33K | 0.18% | 94 |
|
|
2020
Q2 | $228K | Buy |
2,057
+330
| +19% | +$36.6K | 0.12% | 113 |
|
|
2020
Q1 | $162K | Buy |
1,727
+415
| +32% | +$38.9K | 0.1% | 118 |
|
|
2019
Q4 | $153K | Buy |
1,312
+50
| +4% | +$5.83K | 0.07% | 129 |
|
|
2019
Q3 | $151K | Buy |
1,262
+62
| +5% | +$7.42K | 0.08% | 128 |
|
|
2019
Q2 | $124K | Sell |
1,200
-850
| -41% | -$87.8K | 0.06% | 134 |
|
|
2019
Q1 | $229K | Buy |
2,050
+400
| +24% | +$44.7K | 0.12% | 108 |
|
|
2018
Q4 | $161K | Hold |
1,650
| – | – | 0.09% | 118 |
|
|
2018
Q3 | $192K | Buy |
1,650
+1,050
| +175% | +$122K | 0.1% | 115 |
|
|
2018
Q2 | $63K | Sell |
600
-100
| -14% | -$10.5K | 0.04% | 139 |
|
|
2018
Q1 | $73K | Buy |
700
+200
| +40% | +$20.9K | 0.04% | 135 |
|
|
2017
Q4 | $60K | Hold |
500
| – | – | 0.03% | 145 |
|
|
2017
Q3 | $60K | Hold |
500
| – | – | 0.03% | 146 |
|
|
2017
Q2 | $55K | Hold |
500
| – | – | 0.03% | 150 |
|
|
2017
Q1 | $54K | Sell |
500
-150
| -23% | -$16.2K | 0.03% | 147 |
|
|
2016
Q4 | $70K | Hold |
650
| – | – | 0.04% | 132 |
|
|
2016
Q3 | $71K | Hold |
650
| – | – | 0.04% | 131 |
|
|
2016
Q2 | $70K | Hold |
650
| – | – | 0.04% | 132 |
|
|
2016
Q1 | $69K | Sell |
650
-50
| -7% | -$5.31K | 0.04% | 129 |
|
|
2015
Q4 | $67K | Hold |
700
| – | – | 0.04% | 126 |
|
|
2015
Q3 | $69K | Hold |
700
| – | – | 0.05% | 127 |
|
|
2015
Q2 | $68K | Sell |
700
-466
| -40% | -$45.3K | 0.05% | 126 |
|
|
2015
Q1 | $113K | Hold |
1,166
| – | – | 0.07% | 112 |
|
|
2014
Q4 | $129K | Hold |
1,166
| – | – | 0.08% | 106 |
|
|
2014
Q3 | $115K | Sell |
1,166
-100
| -8% | -$9.86K | 0.08% | 109 |
|
|
2014
Q2 | $130K | Sell |
1,266
-50
| -4% | -$5.13K | 0.08% | 112 |
|
|
2014
Q1 | $129K | Hold |
1,316
| – | – | 0.1% | 111 |
|
|
2013
Q4 | $138K | Buy |
+1,316
| New | +$138K | 0.09% | 115 |
|