Robertson Stephens Wealth Management’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 |
-5,671
| Closed | -$624K | – | 582 |
|
|
2025
Q1 | $624K | Buy |
5,671
+262
| +5% | +$28.8K | 0.02% | 325 |
|
|
2024
Q4 | $682K | Buy |
5,409
+478
| +10% | +$60.3K | 0.02% | 310 |
|
|
2024
Q3 | $672K | Sell |
4,931
-2,962
| -38% | -$404K | 0.02% | 347 |
|
|
2024
Q2 | $1.08M | Sell |
7,893
-711
| -8% | -$97.3K | 0.05% | 217 |
|
|
2024
Q1 | $1.28M | Buy |
8,604
+503
| +6% | +$74.8K | 0.07% | 200 |
|
|
2023
Q4 | $1.27M | Buy |
8,101
+2,426
| +43% | +$381K | 0.08% | 197 |
|
|
2023
Q3 | $885K | Buy |
5,675
+810
| +17% | +$126K | 0.06% | 223 |
|
|
2023
Q2 | $872K | Sell |
4,865
-474
| -9% | -$85K | 0.06% | 208 |
|
|
2023
Q1 | $1.04M | Buy |
5,339
+3,302
| +162% | +$641K | 0.08% | 193 |
|
|
2022
Q4 | $354K | Buy |
2,037
+53
| +3% | +$9.21K | 0.03% | 304 |
|
|
2022
Q3 | $320K | Sell |
1,984
-727
| -27% | -$117K | 0.03% | 268 |
|
|
2022
Q2 | $494K | Sell |
2,711
-1,319
| -33% | -$240K | 0.05% | 234 |
|
|
2022
Q1 | $864K | Sell |
4,030
-1,164
| -22% | -$250K | 0.07% | 193 |
|
|
2021
Q4 | $1.11M | Buy |
5,194
+3,608
| +227% | +$773K | 0.09% | 170 |
|
|
2021
Q3 | $288K | Sell |
1,586
-176
| -10% | -$32K | 0.03% | 261 |
|
|
2021
Q2 | $366K | Buy |
1,762
+65
| +4% | +$13.5K | 0.04% | 236 |
|
|
2021
Q1 | $288K | Buy |
+1,697
| New | +$288K | 0.05% | 238 |
|