Tortoise Investment Management’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 | $5.75K | Buy |
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|
2025
Q1 | $2.86K | Hold |
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|
2024
Q4 | $3.28K | Hold |
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|
2024
Q3 | $3.54K | Sell |
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|
2024
Q2 | $33.8K | Buy |
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|
2024
Q1 | $13.7K | Buy |
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|
2023
Q4 | $12.9K | Sell |
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|
2023
Q3 | $14K | Buy |
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|
2023
Q2 | $15.4K | Hold |
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|
2023
Q1 | $16.7K | Hold |
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|
2022
Q4 | $14.9K | Buy |
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|
2022
Q3 | $13K | Buy |
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|
2022
Q2 | $14K | Buy |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $6K | Hold |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Sell |
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|
2021
Q1 | $13K | Hold |
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|
2020
Q4 | $13K | Buy |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $3K | Hold |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $3K | Hold |
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|
2019
Q3 | $3K | Hold |
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|
2019
Q2 | $3K | Hold |
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|
2019
Q1 | $3K | Hold |
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|
2018
Q4 | $3K | Sell |
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|
2018
Q3 | $6K | Hold |
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|
2018
Q2 | $6K | Hold |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $7K | Buy |
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|
2017
Q3 | $3K | Hold |
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|
2017
Q2 | $3K | Hold |
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|
2017
Q1 | $3K | Hold |
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|
2016
Q4 | $3K | Hold |
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|
2016
Q3 | $3K | Hold |
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|
2016
Q2 | $3K | Hold |
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|
2016
Q1 | $3K | Hold |
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|
2015
Q4 | $3K | Hold |
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|
2015
Q3 | $3K | Hold |
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|
2015
Q2 | $3K | Hold |
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|
2015
Q1 | $3K | Hold |
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|
2014
Q4 | $3K | Hold |
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|
2014
Q3 | $3K | Hold |
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|
2014
Q2 | $3K | Buy |
|