SVB Wealth’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 | $630K | Sell |
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|
2025
Q2 | $848K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.95M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $2.66M | Buy |
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|
2024
Q1 | $2.77M | Buy |
|
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|
2023
Q4 | $2.58M | Sell |
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|
2023
Q3 | $2.83M | Sell |
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|
2023
Q2 | $3.78M | Sell |
|
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|
2023
Q1 | $5.2M | Sell |
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|
2022
Q4 | $5.06M | Sell |
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|
2022
Q3 | $5.26M | Buy |
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|
2022
Q2 | $5.23M | Sell |
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|
2022
Q1 | $6.28M | Sell |
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|
2021
Q4 | $6.44M | Sell |
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|
2021
Q3 | $7.07M | Sell |
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|
2021
Q2 | $8.6M | Sell |
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|
2021
Q1 | $8.3M | Sell |
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|
2020
Q4 | $9.6M | Sell |
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|
2020
Q3 | $18.2M | Buy |
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|
2020
Q2 | $12.1M | Buy |
|
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|
2020
Q1 | $7.67M | Buy |
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|
2019
Q4 | $919K | Buy |
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|
2019
Q3 | $690K | Sell |
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|
2019
Q2 | $693K | Sell |
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|
2019
Q1 | $1.99M | Sell |
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|
2018
Q4 | $1.81M | Sell |
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|
2018
Q3 | $2.23M | Sell |
|
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|
2018
Q2 | $2.2M | Sell |
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|
2018
Q1 | $2.48M | Sell |
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|
2017
Q4 | $2.92M | Sell |
|
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|
2017
Q3 | $3.1M | Buy |
|
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|
2017
Q2 | $2.8M | Buy |
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|
2017
Q1 | $2.63M | Sell |
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|
2016
Q4 | $2.82M | Sell |
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|
2016
Q3 | $2.79M | Sell |
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|
2016
Q2 | $3.04M | Sell |
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|
2016
Q1 | $3.12M | Sell |
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|
2015
Q4 | $4.07M | Sell |
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|
2015
Q3 | $5.21M | Sell |
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|
2015
Q2 | $8.29M | Sell |
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|
2015
Q1 | $12.6M | Sell |
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|
2014
Q4 | $15.1M | Buy |
|