Private Wealth Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $517K | Sell |
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|
2024
Q3 | $607K | Buy |
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|
2024
Q2 | $376K | Buy |
|
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|
2024
Q1 | $364K | Sell |
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|
2023
Q4 | $519K | Buy |
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|
2023
Q3 | $436K | Buy |
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|
2023
Q2 | $359K | Hold |
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|
2023
Q1 | $388K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $8.89M | Sell |
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|
2015
Q3 | $9.12M | Buy |
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|
2015
Q2 | $8.32M | Buy |
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|
2015
Q1 | $7.49M | Buy |
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|
2014
Q4 | $5.61M | Sell |
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|
2014
Q3 | $5.2M | Sell |
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|
2014
Q2 | $5.53M | Sell |
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|
2014
Q1 | $6.14M | Sell |
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|
2013
Q4 | $6.83M | Buy |
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|
2013
Q3 | $5.58M | Buy |
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|
2013
Q2 | $404K | Buy |
|