Rothschild Investment LLC’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 | $683K | Buy |
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|
2025
Q1 | $650K | Sell |
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|
2024
Q4 | $774K | Buy |
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|
2024
Q3 | $828K | Sell |
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|
2024
Q2 | $885K | Buy |
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|
2024
Q1 | $926K | Sell |
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|
2023
Q4 | $997K | Buy |
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|
2023
Q3 | $870K | Buy |
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|
2023
Q2 | $946K | Buy |
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|
2023
Q1 | $937K | Buy |
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|
2022
Q4 | $838K | Sell |
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|
2022
Q3 | $780K | Hold |
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|
2022
Q2 | $881K | Hold |
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $808K | Sell |
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|
2021
Q2 | $1.29M | Sell |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $1.05M | Sell |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $8.15M | Sell |
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|
2020
Q1 | $7.08M | Buy |
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|
2019
Q4 | $8.68M | Sell |
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|
2019
Q3 | $9.08M | Buy |
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|
2019
Q2 | $7.62M | Sell |
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|
2019
Q1 | $8.27M | Buy |
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|
2018
Q4 | $7.22M | Buy |
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|
2018
Q3 | $8.6M | Sell |
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|
2018
Q2 | $7.87M | Sell |
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|
2018
Q1 | $7.9M | Buy |
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|
2017
Q4 | $8.61M | Buy |
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|
2017
Q3 | $8.35M | Sell |
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|
2017
Q2 | $7.76M | Sell |
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|
2017
Q1 | $7.55M | Buy |
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|
2016
Q4 | $7.94M | Sell |
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|
2016
Q3 | $8.39M | Buy |
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|
2016
Q2 | $8.21M | Sell |
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|
2016
Q1 | $8.18M | Buy |
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|
2015
Q4 | $7.27M | Buy |
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|
2015
Q3 | $1.44M | Buy |
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|
2015
Q2 | $530K | Hold |
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|
2015
Q1 | $530K | Hold |
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|
2014
Q4 | $608K | Hold |
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|
2014
Q3 | $537K | Buy |
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|
2014
Q2 | $559K | Sell |
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|
2014
Q1 | $628K | Hold |
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|
2013
Q4 | $678K | Sell |
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|
2013
Q3 | $605K | Sell |
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|
2013
Q2 | $590K | Buy |
|