PGAM
Princeton Global Asset Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.4K | Buy |
133
+103
| +343% | +$10.4K | ﹤0.01% | 481 |
|
|
2025
Q1 | $3.3K | Sell |
30
-216
| -88% | -$23.8K | ﹤0.01% | 521 |
|
|
2024
Q4 | $31K | Hold |
246
| – | – | 0.01% | 374 |
|
|
2024
Q3 | $33.5K | Buy |
246
+216
| +720% | +$29.5K | 0.01% | 363 |
|
|
2024
Q2 | $4.11K | Sell |
30
-15,359
| -100% | -$2.1M | ﹤0.01% | 544 |
|
|
2024
Q1 | $2.29M | Sell |
15,389
-452
| -3% | -$67.2K | 0.54% | 57 |
|
|
2023
Q4 | $2.49M | Sell |
15,841
-4,620
| -23% | -$726K | 0.63% | 54 |
|
|
2023
Q3 | $3.19M | Sell |
20,461
-423
| -2% | -$65.9K | 0.91% | 34 |
|
|
2023
Q2 | $3.74M | Sell |
20,884
-464
| -2% | -$83.2K | 1.09% | 23 |
|
|
2023
Q1 | $4.14M | Buy |
21,348
+2,202
| +12% | +$427K | 1.19% | 21 |
|
|
2022
Q4 | $3.33M | Buy |
19,146
+244
| +1% | +$42.4K | 1.08% | 28 |
|
|
2022
Q3 | $3.05M | Sell |
18,902
-256
| -1% | -$41.3K | 1.06% | 28 |
|
|
2022
Q2 | $3.5M | Buy |
19,158
+263
| +1% | +$48K | 1.13% | 25 |
|
|
2022
Q1 | $4.05M | Buy |
18,895
+5,006
| +36% | +$1.07M | 1.13% | 21 |
|
|
2021
Q4 | $2.98M | Sell |
13,889
-55
| -0.4% | -$11.8K | 0.83% | 35 |
|
|
2021
Q3 | $2.54M | Buy |
13,944
+239
| +2% | +$43.5K | 0.77% | 42 |
|
|
2021
Q2 | $2.85M | Buy |
13,705
+686
| +5% | +$143K | 0.87% | 38 |
|
|
2021
Q1 | $2.21M | Buy |
13,019
+697
| +6% | +$118K | 0.72% | 44 |
|
|
2020
Q4 | $2.08M | Buy |
12,322
+5,352
| +77% | +$901K | 0.73% | 44 |
|
|
2020
Q3 | $1.16M | Buy |
6,970
+6,790
| +3,772% | +$1.13M | 0.47% | 60 |
|
|
2020
Q2 | $20K | Buy |
180
+30
| +20% | +$3.33K | 0.01% | 353 |
|
|
2020
Q1 | $14K | Sell |
150
-113
| -43% | -$10.5K | 0.01% | 351 |
|
|
2019
Q4 | $31 | Buy |
+263
| New | +$31 | 0.01% | 285 |
|