Perigon Wealth Management’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
Q3 | $2.9M | Buy |
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|
2025
Q2 | $3.02M | Buy |
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|
2025
Q1 | $3.1M | Buy |
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|
2024
Q4 | $3.63M | Sell |
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|
2024
Q3 | $3.98M | Buy |
|
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|
2024
Q2 | $3.23M | Sell |
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|
2024
Q1 | $4.24M | Sell |
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|
2023
Q4 | $4.85M | Sell |
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|
2023
Q3 | $5.26M | Sell |
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|
2023
Q2 | $6.4M | Buy |
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|
2023
Q1 | $2.36M | Buy |
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|
2022
Q4 | $2.06M | Buy |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.53M | Sell |
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|
2021
Q4 | $1.67M | Buy |
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|
2021
Q3 | $724K | Buy |
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|
2021
Q2 | $821K | Buy |
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|
2021
Q1 | $631K | Buy |
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|
2020
Q4 | $368K | Buy |
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|
2020
Q3 | $239K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $278K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $683K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $487K | Buy |
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|
2018
Q3 | – | Sell |
|
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|
2018
Q2 | $285K | Buy |
|
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|
2018
Q1 | $10K | Sell |
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|
2017
Q4 | $17K | Sell |
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|
2017
Q3 | $277K | Sell |
|
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|
2017
Q2 | $687K | Sell |
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|
2017
Q1 | $677K | Buy |
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|
2016
Q4 | $666K | Buy |
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|
2016
Q3 | $503K | Buy |
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|
2016
Q2 | $468K | Buy |
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|
2016
Q1 | $491K | Hold |
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|
2015
Q4 | $417K | Buy |
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|
2015
Q3 | $269K | Sell |
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|
2015
Q2 | $284K | Buy |
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