Stonegate Investment Group’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 | $6.68M | Sell |
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|
2025
Q1 | $70M | Buy |
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|
2024
Q4 | $55.3M | Buy |
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|
2024
Q3 | $59.5M | Buy |
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|
2024
Q2 | $4.68M | Sell |
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|
2024
Q1 | $6.81M | Buy |
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|
2023
Q4 | $6.8M | Sell |
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|
2023
Q3 | $7.82M | Sell |
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|
2023
Q2 | $9.32M | Sell |
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|
2023
Q1 | $10.3M | Sell |
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|
2022
Q4 | $10.5M | Sell |
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|
2022
Q3 | $9.97M | Buy |
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|
2022
Q2 | $11.2M | Buy |
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|
2022
Q1 | $12.9M | Sell |
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|
2021
Q4 | $15.7M | Buy |
|