SGK
Steigerwald Gordon & Koch’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Buy |
105,398
+466
| +0.4% | +$47K | 1.12% | 40 |
|
|
2025
Q1 | $11.5M | Buy |
104,932
+123
| +0.1% | +$13.5K | 1.29% | 35 |
|
|
2024
Q4 | $13.2M | Buy |
104,809
+4,754
| +5% | +$599K | 1.49% | 33 |
|
|
2024
Q3 | $13.6M | Buy |
100,055
+6,708
| +7% | +$915K | 1.49% | 34 |
|
|
2024
Q2 | $12.8M | Buy |
93,347
+1,858
| +2% | +$254K | 1.55% | 32 |
|
|
2024
Q1 | $13.6M | Buy |
91,489
+252
| +0.3% | +$37.5K | 1.69% | 27 |
|
|
2023
Q4 | $14.3M | Buy |
91,237
+842
| +0.9% | +$132K | 1.94% | 25 |
|
|
2023
Q3 | $14.1M | Buy |
90,395
+979
| +1% | +$153K | 2.15% | 20 |
|
|
2023
Q2 | $16M | Buy |
89,416
+698
| +0.8% | +$125K | 2.35% | 15 |
|
|
2023
Q1 | $17.2M | Buy |
88,718
+1,743
| +2% | +$338K | 2.57% | 10 |
|
|
2022
Q4 | $15.1M | Buy |
86,975
+1,801
| +2% | +$313K | 2.4% | 17 |
|
|
2022
Q3 | $13.8M | Buy |
85,174
+1,160
| +1% | +$187K | 2.52% | 10 |
|
|
2022
Q2 | $15.3M | Buy |
84,014
+107
| +0.1% | +$19.5K | 2.67% | 10 |
|
|
2022
Q1 | $18M | Sell |
83,907
-541
| -0.6% | -$116K | 2.75% | 7 |
|
|
2021
Q4 | $18.1M | Buy |
84,448
+218
| +0.3% | +$46.7K | 2.72% | 10 |
|
|
2021
Q3 | $15.3M | Sell |
84,230
-296
| -0.4% | -$53.9K | 2.51% | 13 |
|
|
2021
Q2 | $17.6M | Buy |
84,526
+1,193
| +1% | +$248K | 2.91% | 8 |
|
|
2021
Q1 | $14.2M | Buy |
83,333
+477
| +0.6% | +$81.1K | 2.63% | 12 |
|
|
2020
Q4 | $14M | Buy |
82,856
+99
| +0.1% | +$16.7K | 2.83% | 9 |
|
|
2020
Q3 | $13.8M | Buy |
82,757
+272
| +0.3% | +$45.3K | 3.26% | 6 |
|
|
2020
Q2 | $9.17M | Buy |
82,485
+1,532
| +2% | +$170K | 2.43% | 16 |
|
|
2020
Q1 | $7.56M | Sell |
80,953
-1,874
| -2% | -$175K | 2.57% | 17 |
|
|
2019
Q4 | $9.7M | Buy |
82,827
+1,211
| +1% | +$142K | 2.28% | 22 |
|
|
2019
Q3 | $9.78M | Buy |
81,616
+272
| +0.3% | +$32.6K | 2.49% | 21 |
|
|
2019
Q2 | $8.4M | Sell |
81,344
-2,569
| -3% | -$265K | 2.17% | 24 |
|
|
2019
Q1 | $9.38M | Buy |
83,913
+569
| +0.7% | +$63.6K | 2.48% | 19 |
|
|
2018
Q4 | $8.13M | Buy |
83,344
+1,893
| +2% | +$185K | 2.42% | 23 |
|
|
2018
Q3 | $9.51M | Buy |
81,451
+3,398
| +4% | +$397K | 2.39% | 20 |
|
|
2018
Q2 | $8.29M | Buy |
78,053
+11,612
| +17% | +$1.23M | 2.2% | 23 |
|
|
2018
Q1 | $6.95M | Buy |
+66,441
| New | +$6.95M | 1.94% | 29 |
|