Sequoia Financial Advisors’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 | $7.06M | Sell |
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|
2025
Q2 | $8.93M | Sell |
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|
2025
Q1 | $10.8M | Buy |
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|
2024
Q4 | $5.26M | Sell |
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|
2024
Q3 | $13.7M | Sell |
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|
2024
Q2 | $15.2M | Buy |
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|
2024
Q1 | $13.6M | Sell |
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|
2023
Q4 | $15.1M | Buy |
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|
2023
Q3 | $5.22M | Sell |
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|
2023
Q2 | $6.31M | Sell |
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|
2023
Q1 | $7.06M | Buy |
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|
2022
Q4 | $6.16M | Buy |
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|
2022
Q3 | $3.27M | Sell |
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|
2022
Q2 | $4.07M | Sell |
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|
2022
Q1 | $7.82M | Sell |
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|
2021
Q4 | $7.86M | Buy |
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|
2021
Q3 | $1.09M | Sell |
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|
2021
Q2 | $7.27M | Buy |
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|
2021
Q1 | $2.58M | Sell |
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|
2020
Q4 | $2.58M | Buy |
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|
2020
Q3 | $2.42M | Buy |
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|
2020
Q2 | $1.58M | Buy |
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|
2020
Q1 | $1.32M | Sell |
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|
2019
Q4 | $1.84M | Sell |
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|
2019
Q3 | $2.35M | Buy |
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|
2019
Q2 | $1.93M | Buy |
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|
2019
Q1 | $2.05M | Buy |
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|
2018
Q4 | $1.35M | Buy |
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|
2018
Q3 | $854K | Sell |
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|
2018
Q2 | $824K | Sell |
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|
2018
Q1 | $813K | Buy |
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|
2017
Q4 | $882K | Sell |
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|
2017
Q3 | $889K | Buy |
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|
2017
Q2 | $801K | Sell |
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|
2017
Q1 | $782K | Buy |
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|
2016
Q4 | $686K | Buy |
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|
2016
Q3 | $640K | Sell |
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|
2016
Q2 | $1.12M | Buy |
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|
2016
Q1 | $1.08M | Buy |
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|
2015
Q4 | $990K | Sell |
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|
2015
Q3 | $1.02M | Buy |
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|
2015
Q2 | $1.01M | Buy |
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|
2015
Q1 | $981K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.12M | Buy |
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|
2014
Q1 | $1M | Buy |
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|
2013
Q4 | $1.07M | Buy |
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