Roberts, Glore & Co’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 | $1.01M | Buy |
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|
2025
Q1 | $857K | Buy |
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|
2024
Q4 | $815K | Buy |
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|
2024
Q3 | $830K | Buy |
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|
2024
Q2 | $376K | Hold |
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|
2024
Q1 | $409K | Buy |
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|
2023
Q4 | $421K | Sell |
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|
2023
Q3 | $425K | Buy |
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|
2023
Q2 | $465K | Buy |
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|
2023
Q1 | $501K | Hold |
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|
2022
Q4 | $449K | Sell |
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|
2022
Q3 | $428K | Sell |
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|
2022
Q2 | $526K | Buy |
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|
2022
Q1 | $614K | Sell |
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|
2021
Q4 | $664K | Buy |
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|
2021
Q3 | $551K | Buy |
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|
2021
Q2 | $581K | Sell |
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|
2021
Q1 | $546K | Sell |
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|
2020
Q4 | $574K | Sell |
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|
2020
Q3 | $576K | Sell |
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|
2020
Q2 | $407K | Buy |
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|
2020
Q1 | $337K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $215K | Hold |
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|
2016
Q3 | $205K | Hold |
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|
2016
Q2 | $202K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $314K | Sell |
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|
2014
Q3 | $285K | Sell |
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|
2014
Q2 | $303K | Sell |
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|
2014
Q1 | $304K | Hold |
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|
2013
Q4 | $328K | Sell |
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|
2013
Q3 | $289K | Sell |
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|
2013
Q2 | $387K | Buy |
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