Segment Wealth Management’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
Q3 | – | Sell |
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|
2025
Q2 | $317K | Hold |
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|
2025
Q1 | $346K | Hold |
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|
2024
Q4 | $396K | Sell |
|
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|
2024
Q3 | $456K | Sell |
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|
2024
Q2 | $463K | Sell |
|
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|
2024
Q1 | $506K | Buy |
|
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|
2023
Q4 | $534K | Buy |
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|
2023
Q3 | $453K | Buy |
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|
2023
Q2 | $516K | Buy |
|
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|
2023
Q1 | $559K | Buy |
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|
2022
Q4 | $500K | Buy |
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|
2022
Q3 | $465K | Sell |
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|
2022
Q2 | $555K | Sell |
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|
2022
Q1 | $938K | Sell |
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|
2021
Q4 | $977K | Buy |
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|
2021
Q3 | $523K | Buy |
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|
2021
Q2 | $597K | Buy |
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|
2021
Q1 | $488K | Buy |
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|
2020
Q4 | $476K | Buy |
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|
2020
Q3 | $471K | Buy |
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|
2020
Q2 | $314K | Buy |
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|
2020
Q1 | $264K | Sell |
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|
2019
Q4 | $650K | Buy |
|
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|
2019
Q3 | $338K | Buy |
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|
2019
Q2 | $291K | Buy |
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|
2019
Q1 | $315K | Hold |
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|
2018
Q4 | $275K | Sell |
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|
2018
Q3 | $419K | Buy |
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|
2018
Q2 | $381K | Sell |
|
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|
2018
Q1 | $397K | Sell |
|
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|
2017
Q4 | $3.15M | Buy |
|
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|
2017
Q3 | $2.98M | Sell |
|
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|
2017
Q2 | $2.83M | Buy |
|
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|
2017
Q1 | $2.56M | Buy |
|
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|
2016
Q4 | $2.62M | Buy |
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|
2016
Q3 | $2.43M | Buy |
|
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|
2016
Q2 | $302K | Buy |
|
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|
2016
Q1 | $296K | Buy |
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|
2015
Q4 | $270K | Buy |
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|
2015
Q3 | $276K | Buy |
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|
2015
Q2 | $271K | Buy |
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|
2015
Q1 | $271K | Buy |
|