SevenBridge Financial Group’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 |
-3,532
| Closed | -$357K | – | 228 |
|
|
2025
Q1 | $357K | Sell |
3,532
-2,530
| -42% | -$256K | 0.07% | 172 |
|
|
2024
Q4 | $694K | Sell |
6,062
-229
| -4% | -$26.2K | 0.13% | 126 |
|
|
2024
Q3 | $828K | Sell |
6,291
-23
| -0.4% | -$3.03K | 0.16% | 120 |
|
|
2024
Q2 | $786K | Sell |
6,314
-144
| -2% | -$17.9K | 0.17% | 115 |
|
|
2024
Q1 | $946K | Sell |
6,458
-723
| -10% | -$106K | 0.21% | 102 |
|
|
2023
Q4 | $1.13M | Sell |
7,181
-144
| -2% | -$22.6K | 0.27% | 89 |
|
|
2023
Q3 | $1.14M | Sell |
7,325
-108
| -1% | -$16.8K | 0.3% | 88 |
|
|
2023
Q2 | $1.33M | Sell |
7,433
-152
| -2% | -$27.2K | 0.34% | 79 |
|
|
2023
Q1 | $1.47M | Sell |
7,585
-30
| -0.4% | -$5.82K | 0.41% | 70 |
|
|
2022
Q4 | $1.32M | Sell |
7,615
-65
| -0.8% | -$11.3K | 0.39% | 70 |
|
|
2022
Q3 | $1.24M | Sell |
7,680
-109
| -1% | -$17.6K | 0.42% | 63 |
|
|
2022
Q2 | $1.42M | Buy |
7,789
+47
| +0.6% | +$8.58K | 0.58% | 52 |
|
|
2022
Q1 | $1.66M | Sell |
7,742
-34
| -0.4% | -$7.29K | 0.58% | 46 |
|
|
2021
Q4 | $1.67M | Buy |
7,776
+165
| +2% | +$35.4K | 0.5% | 55 |
|
|
2021
Q3 | $1.39M | Sell |
7,611
-248
| -3% | -$45.2K | 0.46% | 59 |
|
|
2021
Q2 | $1.63M | Buy |
7,859
+181
| +2% | +$37.6K | 0.53% | 53 |
|
|
2021
Q1 | $1.31M | Sell |
7,678
-76
| -1% | -$12.9K | 0.47% | 63 |
|
|
2020
Q4 | $1.31M | Buy |
7,754
+15
| +0.2% | +$2.53K | 0.51% | 56 |
|
|
2020
Q3 | $1.29M | Sell |
7,739
-137
| -2% | -$22.8K | 0.59% | 55 |
|
|
2020
Q2 | $876K | Sell |
7,876
-9
| -0.1% | -$1K | 0.44% | 63 |
|
|
2020
Q1 | $737K | Sell |
7,885
-166
| -2% | -$15.5K | 0.43% | 63 |
|
|
2019
Q4 | $942K | Sell |
8,051
-321
| -4% | -$37.6K | 0.25% | 62 |
|
|
2019
Q3 | $1M | Sell |
8,372
-226
| -3% | -$27.1K | 0.53% | 56 |
|
|
2019
Q2 | $888K | Buy |
8,598
+435
| +5% | +$44.9K | 0.32% | 58 |
|
|
2019
Q1 | $912K | Buy |
8,163
+12
| +0.1% | +$1.34K | 0.34% | 56 |
|
|
2018
Q4 | $795K | Hold |
8,151
| – | – | 0.49% | 57 |
|
|
2018
Q3 | $952K | Sell |
8,151
-25
| -0.3% | -$2.92K | 0.51% | 59 |
|
|
2018
Q2 | $869K | Hold |
8,176
| – | – | 0.48% | 64 |
|
|
2018
Q1 | $856K | Buy |
8,176
+270
| +3% | +$28.3K | 0.49% | 62 |
|
|
2017
Q4 | $942K | Sell |
7,906
-272
| -3% | -$32.4K | 0.52% | 61 |
|
|
2017
Q3 | $982K | Buy |
8,178
+365
| +5% | +$43.8K | 0.56% | 58 |
|
|
2017
Q2 | $864K | Buy |
7,813
+5,828
| +294% | +$644K | 0.53% | 63 |
|
|
2017
Q1 | $208K | Sell |
1,985
-1,320
| -40% | -$138K | 0.14% | 129 |
|
|
2016
Q4 | $358K | Hold |
3,305
| – | – | 0.26% | 90 |
|
|
2016
Q3 | $358K | Sell |
3,305
-8,426
| -72% | -$913K | 0.26% | 90 |
|
|
2016
Q2 | $1.26M | Buy |
+11,731
| New | +$1.26M | 0.89% | 40 |
|