Summit Securities 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 | $1.21M | Buy |
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|
2025
Q1 | $308K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $327K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $0 | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $170K | Sell |
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|
2023
Q1 | $278K | Sell |
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|
2022
Q4 | $672K | Sell |
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|
2022
Q3 | $682K | Sell |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $1.56M | Buy |
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|
2021
Q3 | $1.22M | Sell |
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|
2021
Q2 | $3.5M | Buy |
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|
2021
Q1 | $2.01M | Sell |
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|
2020
Q4 | $2.75M | Sell |
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|
2020
Q3 | $13.9M | Buy |
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|
2020
Q2 | $200K | Sell |
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|
2020
Q1 | $342K | Sell |
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|
2019
Q4 | $960K | Buy |
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|
2019
Q3 | – | Hold |
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|
2019
Q2 | – | Hold |
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|
2019
Q1 | – | Hold |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $642K | Sell |
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|
2018
Q2 | $6.19M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $226K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $243K | Buy |
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|
2016
Q1 | – | Hold |
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|
2015
Q4 | – | Hold |
|
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $93K | Sell |
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|
2015
Q1 | $107K | Sell |
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|
2014
Q4 | $145K | Sell |
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|
2014
Q3 | $1.77M | Buy |
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|
2014
Q2 | $41K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $893K | Buy |
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|
2013
Q3 | $356K | Sell |
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|
2013
Q2 | $666K | Buy |
|