RI
Ridgewood Investments’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
16,120
+1,449
| +10% | +$146K | 0.7% | 34 |
|
|
2025
Q1 | $1.61M | Buy |
14,671
+1,045
| +8% | +$115K | 0.75% | 27 |
|
|
2024
Q4 | $1.72M | Buy |
13,626
+756
| +6% | +$95.3K | 0.83% | 24 |
|
|
2024
Q3 | $1.75M | Buy |
12,870
+1,227
| +11% | +$167K | 0.88% | 18 |
|
|
2024
Q2 | $1.59M | Buy |
11,643
+2,482
| +27% | +$340K | 0.8% | 23 |
|
|
2024
Q1 | $1.36M | Buy |
9,161
+1,688
| +23% | +$251K | 0.72% | 40 |
|
|
2023
Q4 | $1.18M | Buy |
7,473
+2,944
| +65% | +$463K | 0.69% | 39 |
|
|
2023
Q3 | $706K | Buy |
4,529
+4,131
| +1,038% | +$644K | 0.46% | 73 |
|
|
2023
Q2 | $71.3K | Hold |
398
| – | – | 0.04% | 278 |
|
|
2023
Q1 | $77.2K | Buy |
+398
| New | +$77.2K | 0.05% | 278 |
|
|
2021
Q2 | – | Sell |
-2,050
| Closed | -$349K | – | 205 |
|
|
2021
Q1 | $349K | Sell |
2,050
-1,971
| -49% | -$336K | 0.21% | 135 |
|
|
2020
Q4 | $670K | Hold |
4,021
| – | – | 0.53% | 59 |
|
|
2020
Q3 | $670K | Sell |
4,021
-4,872
| -55% | -$812K | 0.52% | 60 |
|
|
2020
Q2 | $989K | Buy |
8,893
+2,128
| +31% | +$237K | 0.82% | 27 |
|
|
2020
Q1 | $632K | Buy |
6,765
+1,392
| +26% | +$130K | 0.64% | 42 |
|
|
2019
Q4 | $629K | Hold |
5,373
| – | – | 0.45% | 71 |
|
|
2019
Q3 | $644K | Sell |
5,373
-273
| -5% | -$32.7K | 0.5% | 60 |
|
|
2019
Q2 | $583K | Buy |
5,646
+1,385
| +33% | +$143K | 0.46% | 63 |
|
|
2019
Q1 | $476K | Buy |
4,261
+140
| +3% | +$15.6K | 0.39% | 72 |
|
|
2018
Q4 | $481K | Hold |
4,121
| – | – | 0.38% | 73 |
|
|
2018
Q3 | $481K | Buy |
4,121
+11
| +0.3% | +$1.28K | 0.38% | 73 |
|
|
2018
Q2 | $437K | Buy |
4,110
+124
| +3% | +$13.2K | 0.39% | 77 |
|
|
2018
Q1 | $417K | Buy |
3,986
+98
| +3% | +$10.3K | 0.38% | 76 |
|
|
2017
Q4 | $463K | Buy |
3,888
+82
| +2% | +$9.77K | 0.41% | 74 |
|
|
2017
Q3 | $457K | Sell |
3,806
-55
| -1% | -$6.6K | 0.44% | 64 |
|
|
2017
Q2 | $427K | Buy |
3,861
+460
| +14% | +$50.9K | 0.43% | 65 |
|
|
2017
Q1 | $365K | Buy |
3,401
+1,236
| +57% | +$133K | 0.39% | 69 |
|
|
2016
Q4 | $248K | Buy |
+2,165
| New | +$248K | 0.29% | 93 |
|