SWS Partners’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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $2.08M | Buy |
|
|||||
|
2024
Q3 | $2.24M | Sell |
|
|||||
|
2024
Q2 | $3.2M | Sell |
|
|||||
|
2024
Q1 | $3.52M | Buy |
|
|||||
|
2023
Q4 | $3.17M | Buy |
|
|||||
|
2023
Q3 | $2.76M | Buy |
|
|||||
|
2023
Q2 | $3.14M | Buy |
|
|||||
|
2023
Q1 | $2.61M | Sell |
|
|||||
|
2022
Q4 | $2.5M | Buy |
|
|||||
|
2022
Q3 | $2.04M | Buy |
|
|||||
|
2022
Q2 | $2.24M | Buy |
|
|||||
|
2022
Q1 | $2.57M | Buy |
|
|||||
|
2021
Q4 | $2.54M | Sell |
|
|||||
|
2021
Q3 | $2.21M | Buy |
|
|||||
|
2021
Q2 | $2.52M | Sell |
|
|||||
|
2021
Q1 | $2.49M | Buy |
|
|||||
|
2020
Q4 | $2.07M | Buy |
|
|||||
|
2020
Q3 | $1.78M | Sell |
|
|||||
|
2020
Q2 | $1.54M | Sell |
|
|||||
|
2020
Q1 | $1.18M | Buy |
|
|||||
|
2019
Q3 | $1.91M | Sell |
|
|||||
|
2019
Q2 | $1.74M | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $5K | Hold |
|
|||||
|
2017
Q4 | $5K | Buy |
|