SevenBridge Financial Group’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 | – | Sell |
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|
2025
Q1 | $357K | Sell |
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|
2024
Q4 | $694K | Sell |
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|
2024
Q3 | $828K | Sell |
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|
2024
Q2 | $786K | Sell |
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|
2024
Q1 | $946K | Sell |
|
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $1.33M | Sell |
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|
2023
Q1 | $1.47M | Sell |
|
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|
2022
Q4 | $1.32M | Sell |
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|
2022
Q3 | $1.24M | Sell |
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|
2022
Q2 | $1.42M | Buy |
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|
2022
Q1 | $1.66M | Sell |
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|
2021
Q4 | $1.67M | Buy |
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|
2021
Q3 | $1.39M | Sell |
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|
2021
Q2 | $1.63M | Buy |
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|
2021
Q1 | $1.3M | Sell |
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|
2020
Q4 | $1.31M | Buy |
|
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|
2020
Q3 | $1.29M | Sell |
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|
2020
Q2 | $876K | Sell |
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|
2020
Q1 | $737K | Sell |
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|
2019
Q4 | $942K | Sell |
|
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|
2019
Q3 | $1M | Sell |
|
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|
2019
Q2 | $888K | Buy |
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|
2019
Q1 | $912K | Buy |
|
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|
2018
Q4 | $795K | Hold |
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|
2018
Q3 | $952K | Sell |
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|
2018
Q2 | $869K | Hold |
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|
2018
Q1 | $856K | Buy |
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|
2017
Q4 | $942K | Sell |
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|
2017
Q3 | $982K | Buy |
|
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|
2017
Q2 | $864K | Buy |
|
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|
2017
Q1 | $208K | Sell |
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|
2016
Q4 | $358K | Hold |
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|
2016
Q3 | $358K | Sell |
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|
2016
Q2 | $1.26M | Buy |
|