TF
Tompkins Financial’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.3K | Sell |
825
-124
| -13% | -$12.5K | 0.01% | 267 |
|
|
2025
Q1 | $104K | Buy |
949
+19
| +2% | +$2.09K | 0.01% | 251 |
|
|
2024
Q4 | $117K | Sell |
930
-635
| -41% | -$80.1K | 0.01% | 238 |
|
|
2024
Q3 | $213K | Buy |
1,565
+2
| +0.1% | +$273 | 0.02% | 188 |
|
|
2024
Q2 | $214K | Sell |
1,563
-52,697
| -97% | -$7.21M | 0.02% | 189 |
|
|
2024
Q1 | $8.06M | Buy |
54,260
+2,838
| +6% | +$422K | 0.91% | 37 |
|
|
2023
Q4 | $8.09M | Buy |
51,422
+7,410
| +17% | +$1.17M | 0.98% | 32 |
|
|
2023
Q3 | $6.86M | Buy |
44,012
+5,573
| +14% | +$869K | 1.08% | 32 |
|
|
2023
Q2 | $6.89M | Sell |
38,439
-1,648
| -4% | -$295K | 1.08% | 28 |
|
|
2023
Q1 | $7.78M | Buy |
40,087
+696
| +2% | +$135K | 1.27% | 18 |
|
|
2022
Q4 | $6.85M | Sell |
39,391
-858
| -2% | -$149K | 1.08% | 25 |
|
|
2022
Q3 | $6.5M | Sell |
40,249
-494
| -1% | -$79.8K | 1.1% | 25 |
|
|
2022
Q2 | $7.44M | Buy |
40,743
+885
| +2% | +$162K | 1.2% | 22 |
|
|
2022
Q1 | $8.55M | Buy |
39,858
+314
| +0.8% | +$67.3K | 1.2% | 23 |
|
|
2021
Q4 | $8.48M | Sell |
39,544
-66
| -0.2% | -$14.1K | 1.5% | 19 |
|
|
2021
Q3 | $7.21M | Buy |
+39,610
| New | +$7.21M | 1.32% | 27 |
|
|
2021
Q1 | $6.84M | Buy |
40,224
+989
| +3% | +$168K | 1.16% | 28 |
|
|
2020
Q4 | $6.61M | Buy |
39,235
+6,581
| +20% | +$1.11M | 1.19% | 26 |
|
|
2020
Q3 | $5.44M | Buy |
32,654
+435
| +1% | +$72.5K | 1.05% | 32 |
|
|
2020
Q2 | $3.58M | Buy |
32,219
+2,809
| +10% | +$312K | 0.75% | 47 |
|
|
2020
Q1 | $2.75M | Sell |
29,410
-46
| -0.2% | -$4.3K | 0.63% | 50 |
|
|
2019
Q4 | $3.45M | Buy |
29,456
+1,828
| +7% | +$214K | 0.63% | 50 |
|
|
2019
Q3 | $3.31M | Sell |
27,628
-590
| -2% | -$70.7K | 0.67% | 48 |
|
|
2019
Q2 | $2.91M | Buy |
28,218
+2,084
| +8% | +$215K | 0.59% | 52 |
|
|
2019
Q1 | $2.92M | Buy |
26,134
+3,031
| +13% | +$339K | 0.55% | 51 |
|
|
2018
Q4 | $2.25M | Sell |
23,103
-2,326
| -9% | -$227K | 0.5% | 55 |
|
|
2018
Q3 | $2.97M | Buy |
25,429
+936
| +4% | +$109K | 0.61% | 48 |
|
|
2018
Q2 | $2.6M | Buy |
24,493
+542
| +2% | +$57.6K | 0.56% | 53 |
|
|
2018
Q1 | $2.51M | Buy |
23,951
+598
| +3% | +$62.6K | 0.56% | 53 |
|
|
2017
Q4 | $2.78M | Buy |
23,353
+22,427
| +2,422% | +$2.67M | 0.64% | 42 |
|
|
2017
Q3 | $111K | Hold |
926
| – | – | 0.03% | 184 |
|
|
2017
Q2 | $102K | Hold |
926
| – | – | 0.03% | 184 |
|
|
2017
Q1 | $99K | Hold |
926
| – | – | 0.03% | 180 |
|
|
2016
Q4 | $106K | Sell |
926
-75
| -7% | -$8.59K | 0.03% | 167 |
|
|
2016
Q3 | $110K | Hold |
1,001
| – | – | 0.03% | 161 |
|
|
2016
Q2 | $107K | Hold |
1,001
| – | – | 0.03% | 184 |
|
|
2016
Q1 | $106K | Hold |
1,001
| – | – | 0.03% | 185 |
|
|
2015
Q4 | $96K | Buy |
1,001
+21
| +2% | +$2.01K | 0.03% | 201 |
|
|
2015
Q3 | $97K | Hold |
980
| – | – | 0.03% | 193 |
|
|
2015
Q2 | $95K | Hold |
980
| – | – | 0.03% | 199 |
|
|
2015
Q1 | $95K | Sell |
980
-20
| -2% | -$1.94K | 0.02% | 212 |
|
|
2014
Q4 | $111K | Hold |
1,000
| – | – | 0.03% | 184 |
|
|
2014
Q3 | $98K | Hold |
1,000
| – | – | 0.03% | 193 |
|
|
2014
Q2 | $103K | Sell |
1,000
-25
| -2% | -$2.58K | 0.03% | 195 |
|
|
2014
Q1 | $100K | Sell |
1,025
-25
| -2% | -$2.44K | 0.03% | 191 |
|
|
2013
Q4 | $111K | Hold |
1,050
| – | – | 0.03% | 188 |
|
|
2013
Q3 | $96K | Sell |
1,050
-2,480
| -70% | -$227K | 0.03% | 187 |
|
|
2013
Q2 | $305K | Buy |
+3,530
| New | +$305K | 0.09% | 128 |
|