TPCW
TD Private Client Wealth’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.37M | Buy |
33,364
+1,407
| +4% | +$142K | 0.08% | 172 |
|
|
2025
Q1 | $3.51M | Buy |
31,957
+18,788
| +143% | +$2.07M | 0.1% | 148 |
|
|
2024
Q4 | $1.66M | Sell |
13,169
-3,643
| -22% | -$459K | 0.05% | 260 |
|
|
2024
Q3 | $2.29M | Sell |
16,812
-2,351
| -12% | -$321K | 0.07% | 221 |
|
|
2024
Q2 | $2.62M | Buy |
19,163
+750
| +4% | +$103K | 0.08% | 185 |
|
|
2024
Q1 | $2.74M | Sell |
18,413
-1,770
| -9% | -$263K | 0.09% | 178 |
|
|
2023
Q4 | $3.18M | Sell |
20,183
-3,719
| -16% | -$585K | 0.11% | 149 |
|
|
2023
Q3 | $3.73M | Sell |
23,902
-4,714
| -16% | -$735K | 0.16% | 132 |
|
|
2023
Q2 | $5.13M | Sell |
28,616
-9,165
| -24% | -$1.64M | 0.22% | 99 |
|
|
2023
Q1 | $7.33M | Buy |
37,781
+9,723
| +35% | +$1.89M | 0.33% | 57 |
|
|
2022
Q4 | $4.88M | Buy |
28,058
+3,160
| +13% | +$549K | 0.23% | 101 |
|
|
2022
Q3 | $4.02M | Buy |
24,898
+8,987
| +56% | +$1.45M | 0.21% | 110 |
|
|
2022
Q2 | $2.9M | Buy |
15,911
+4,100
| +35% | +$748K | 0.14% | 152 |
|
|
2022
Q1 | $2.53M | Buy |
11,811
+501
| +4% | +$107K | 0.11% | 194 |
|
|
2021
Q4 | $2.42M | Sell |
11,310
-521
| -4% | -$112K | 0.1% | 204 |
|
|
2021
Q3 | $2.15M | Sell |
11,831
-12,052
| -50% | -$2.19M | 0.09% | 220 |
|
|
2021
Q2 | $4.97M | Sell |
23,883
-153
| -0.6% | -$31.8K | 0.21% | 100 |
|
|
2021
Q1 | $4.09M | Sell |
24,036
-1,748
| -7% | -$297K | 0.19% | 125 |
|
|
2020
Q4 | $4.34M | Sell |
25,784
-24,646
| -49% | -$4.15M | 0.22% | 104 |
|
|
2020
Q3 | $8.4M | Sell |
50,430
-18,832
| -27% | -$3.14M | 0.47% | 48 |
|
|
2020
Q2 | $7.7M | Sell |
69,262
-1,150
| -2% | -$128K | 0.45% | 49 |
|
|
2020
Q1 | $6.58M | Sell |
70,412
-1,866
| -3% | -$174K | 0.47% | 51 |
|
|
2019
Q4 | $8.46M | Buy |
+72,278
| New | +$8.46M | 0.51% | 46 |
|