Riverview Trust Company’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-353
| Closed | -$38.8K | – | 566 |
|
|
2025
Q1 | $38.8K | Buy |
353
+337
| +2,106% | +$37.1K | 0.04% | 260 |
|
|
2024
Q4 | $2.02K | Hold |
16
| – | – | ﹤0.01% | 593 |
|
|
2024
Q3 | $2.18K | Sell |
16
-216
| -93% | -$29.4K | ﹤0.01% | 605 |
|
|
2024
Q2 | $31.7K | Buy |
+232
| New | +$31.7K | 0.03% | 296 |
|
|
2023
Q3 | – | Sell |
-159
| Closed | -$28.5K | – | 718 |
|
|
2023
Q2 | $28.5K | Sell |
159
-62
| -28% | -$11.1K | 0.03% | 280 |
|
|
2023
Q1 | $42.9K | Buy |
221
+62
| +39% | +$12K | 0.04% | 230 |
|
|
2022
Q4 | $28K | Sell |
159
-667
| -81% | -$117K | 0.03% | 292 |
|
|
2022
Q3 | $133K | Buy |
826
+405
| +96% | +$65.2K | 0.13% | 115 |
|
|
2022
Q2 | $77K | Sell |
421
-47
| -10% | -$8.6K | 0.07% | 161 |
|
|
2022
Q1 | $100K | Buy |
+468
| New | +$100K | 0.07% | 150 |
|
|
2020
Q4 | – | Sell |
-6
| Closed | -$1K | – | 245 |
|
|
2020
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 240 |
|
|
2020
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 258 |
|
|
2020
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 268 |
|
|
2019
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 267 |
|
|
2019
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 272 |
|
|
2019
Q2 | $1K | Sell |
6
-356
| -98% | -$59.3K | ﹤0.01% | 266 |
|
|
2019
Q1 | $40K | Buy |
362
+196
| +118% | +$21.7K | 0.03% | 168 |
|
|
2018
Q4 | $16K | Buy |
+166
| New | +$16K | 0.01% | 228 |
|