Smith, Moore & 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 | $615K | Buy |
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|
2025
Q1 | $404K | Sell |
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|
2024
Q4 | $498K | Sell |
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|
2024
Q3 | $599K | Sell |
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|
2024
Q2 | $610K | Sell |
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|
2024
Q1 | $695K | Buy |
|
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|
2023
Q4 | $723K | Sell |
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|
2023
Q3 | $824K | Sell |
|
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|
2023
Q2 | $964K | Buy |
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|
2023
Q1 | $1.02M | Buy |
|
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|
2022
Q4 | $894K | Buy |
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|
2022
Q3 | $811K | Sell |
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|
2022
Q2 | $937K | Buy |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $901K | Sell |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $773K | Buy |
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|
2020
Q4 | $715K | Sell |
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|
2020
Q3 | $725K | Buy |
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|
2020
Q2 | $481K | Buy |
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|
2020
Q1 | $399K | Buy |
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|
2019
Q4 | $477K | Sell |
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|
2019
Q3 | $549K | Buy |
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|
2019
Q2 | $473K | Hold |
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|
2019
Q1 | $512K | Buy |
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|
2018
Q4 | $429K | Sell |
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|
2018
Q3 | $607K | Sell |
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|
2018
Q2 | $621K | Sell |
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|
2018
Q1 | $622K | Buy |
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|
2017
Q4 | $502K | Buy |
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|
2017
Q3 | $452K | Buy |
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|
2017
Q2 | $388K | Buy |
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|
2017
Q1 | $228K | Buy |
|