Pettee Investors’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 | $406K | Hold |
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|
2025
Q1 | $442K | Sell |
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|
2024
Q4 | $538K | Sell |
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|
2024
Q3 | $592K | Hold |
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|
2024
Q2 | $594K | Sell |
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|
2024
Q1 | $713K | Hold |
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|
2023
Q4 | $755K | Buy |
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|
2023
Q3 | $745K | Hold |
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|
2023
Q2 | $857K | Sell |
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|
2023
Q1 | $939K | Hold |
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|
2022
Q4 | $841K | Hold |
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|
2022
Q3 | $782K | Hold |
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|
2022
Q2 | $883K | Hold |
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|
2022
Q1 | $1.04M | Hold |
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|
2021
Q4 | $1.04M | Hold |
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|
2021
Q3 | $881K | Buy |
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|
2021
Q2 | $996K | Sell |
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|
2021
Q1 | $819K | Hold |
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|
2020
Q4 | $812K | Hold |
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|
2020
Q3 | $803K | Sell |
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|
2020
Q2 | $547K | Buy |
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|
2020
Q1 | $392K | Sell |
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|
2019
Q4 | $512K | Buy |
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|
2019
Q3 | $365K | Buy |
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|
2019
Q2 | $263K | Buy |
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|
2019
Q1 | $263K | Hold |
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|
2018
Q4 | $229K | Sell |
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|
2018
Q3 | $280K | Hold |
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|
2018
Q2 | $255K | Hold |
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|
2018
Q1 | $251K | Hold |
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|
2017
Q4 | $286K | Hold |
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|
2017
Q3 | $288K | Hold |
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|
2017
Q2 | $265K | Sell |
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|
2017
Q1 | $359K | Hold |
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|
2016
Q4 | $384K | Hold |
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|
2016
Q3 | $366K | Sell |
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|
2016
Q2 | $364K | Sell |
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|
2016
Q1 | $409K | Hold |
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|
2015
Q4 | $373K | Hold |
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|
2015
Q3 | $382K | Buy |
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|
2015
Q2 | $254K | Hold |
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|
2015
Q1 | $254K | Hold |
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|
2014
Q4 | $292K | Hold |
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|
2014
Q3 | $258K | Hold |
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|
2014
Q2 | $269K | Hold |
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|
2014
Q1 | $256K | Hold |
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|
2013
Q4 | $276K | Buy |
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