Stewart & Patten Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $17M | Buy |
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|
2023
Q4 | $17.5M | Buy |
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|
2023
Q3 | $16.8M | Buy |
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|
2023
Q2 | $18.9M | Buy |
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|
2023
Q1 | $20.4M | Sell |
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|
2022
Q4 | $18.3M | Buy |
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|
2022
Q3 | $16.9M | Buy |
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|
2022
Q2 | $19M | Buy |
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|
2022
Q1 | $22.3M | Sell |
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|
2021
Q4 | $22.8M | Sell |
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|
2021
Q3 | $19.6M | Sell |
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|
2021
Q2 | $22.9M | Sell |
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|
2021
Q1 | $19.8M | Sell |
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|
2020
Q4 | $20.1M | Sell |
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|
2020
Q3 | $21.5M | Sell |
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|
2020
Q2 | $15.2M | Buy |
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|
2020
Q1 | $12.5M | Buy |
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|
2019
Q4 | $15.3M | Buy |
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|
2019
Q3 | $15.5M | Buy |
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|
2019
Q2 | $13M | Buy |
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|
2019
Q1 | $11.9M | Buy |
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|
2018
Q4 | $9.28M | Buy |
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|
2018
Q3 | $10.8M | Buy |
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|
2018
Q2 | $9.67M | Sell |
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|
2018
Q1 | $10.3M | Buy |
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|
2017
Q4 | $11.4M | Sell |
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|
2017
Q3 | $11.5M | Buy |
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|
2017
Q2 | $9.98M | Buy |
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|
2017
Q1 | $7.86M | Buy |
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|
2016
Q4 | $8.21M | Buy |
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|
2016
Q3 | $7.72M | Buy |
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|
2016
Q2 | $7.47M | Buy |
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|
2016
Q1 | $6.75M | Buy |
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|
2015
Q4 | $4.83M | Buy |
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|
2015
Q3 | $3.6M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $216K | Buy |
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