Somerset Trust’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 | – | Sell |
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|
2025
Q2 | $288K | Sell |
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|
2025
Q1 | $340K | Buy |
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|
2024
Q4 | $261K | Hold |
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|
2024
Q3 | $282K | Sell |
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|
2024
Q2 | $285K | Buy |
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|
2024
Q1 | $292K | Buy |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $350K | Buy |
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|
2023
Q2 | $393K | Sell |
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|
2023
Q1 | $472K | Buy |
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|
2022
Q4 | $421K | Buy |
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|
2022
Q3 | $362K | Buy |
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|
2022
Q2 | $406K | Buy |
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|
2022
Q1 | $465K | Buy |
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|
2021
Q4 | $442K | Buy |
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|
2021
Q3 | $292K | Buy |
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|
2021
Q2 | $235K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $264K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $31K | Buy |
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|
2018
Q4 | $10K | Buy |
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|
2018
Q3 | $2K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3K | Buy |
|