Shufro Rose & Co’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 | $268K | Hold |
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|
2025
Q1 | $268K | Sell |
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|
2024
Q4 | $311K | Hold |
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|
2024
Q3 | $337K | Hold |
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|
2024
Q2 | $337K | Hold |
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|
2024
Q1 | $366K | Buy |
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|
2023
Q4 | $210K | Hold |
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|
2023
Q3 | $210K | Hold |
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|
2023
Q2 | $242K | Hold |
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|
2023
Q1 | $262K | Sell |
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|
2022
Q4 | $366K | Sell |
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|
2022
Q3 | $412K | Buy |
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|
2022
Q2 | $466K | Sell |
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|
2022
Q1 | $558K | Buy |
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|
2021
Q4 | $547K | Hold |
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|
2021
Q3 | $464K | Hold |
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|
2021
Q2 | $530K | Sell |
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|
2021
Q1 | $446K | Sell |
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|
2020
Q4 | $509K | Sell |
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|
2020
Q3 | $621K | Sell |
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|
2020
Q2 | $637K | Buy |
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|
2020
Q1 | $515K | Sell |
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|
2019
Q4 | $709K | Sell |
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|
2019
Q3 | $738K | Sell |
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|
2019
Q2 | $673K | Buy |
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|
2019
Q1 | $612K | Buy |
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|
2018
Q4 | $386K | Hold |
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|
2018
Q3 | $462K | Sell |
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|
2018
Q2 | $431K | Sell |
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|
2018
Q1 | $435K | Buy |
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|
2017
Q4 | $412K | Hold |
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|
2017
Q3 | $415K | Hold |
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|
2017
Q2 | $383K | Hold |
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|
2017
Q1 | $371K | Sell |
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|
2016
Q4 | $404K | Sell |
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|
2016
Q3 | $396K | Sell |
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|
2016
Q2 | $401K | Hold |
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|
2016
Q1 | $393K | Sell |
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|
2015
Q4 | $372K | Hold |
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|
2015
Q3 | $382K | Buy |
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|
2015
Q2 | $370K | Sell |
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|
2015
Q1 | $380K | Hold |
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|
2014
Q4 | $436K | Sell |
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|
2014
Q3 | $388K | Sell |
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|
2014
Q2 | $426K | Sell |
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|
2014
Q1 | $413K | Sell |
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|
2013
Q4 | $712K | Sell |
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|
2013
Q3 | $628K | Sell |
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|
2013
Q2 | $722K | Buy |
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