VNA
Valley National Advisers’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9K | Sell |
92
-790
| -90% | -$77.3K | ﹤0.01% | 591 |
|
|
2025
Q1 | $97K | Sell |
882
-3,310
| -79% | -$364K | 0.02% | 297 |
|
|
2024
Q4 | $528K | Sell |
4,192
-186
| -4% | -$23.4K | 0.09% | 157 |
|
|
2024
Q3 | $596K | Sell |
4,378
-5,575
| -56% | -$759K | 0.11% | 152 |
|
|
2024
Q2 | $1.36M | Sell |
9,953
-145
| -1% | -$19.8K | 0.2% | 99 |
|
|
2024
Q1 | $1.5M | Buy |
10,098
+5,914
| +141% | +$878K | 0.23% | 86 |
|
|
2023
Q4 | $657K | Buy |
4,184
+351
| +9% | +$55.1K | 0.1% | 138 |
|
|
2023
Q3 | $598K | Buy |
3,833
+241
| +7% | +$37.6K | 0.1% | 140 |
|
|
2023
Q2 | $644K | Sell |
3,592
-116
| -3% | -$20.8K | 0.11% | 142 |
|
|
2023
Q1 | $726K | Sell |
3,708
-89
| -2% | -$17.4K | 0.13% | 134 |
|
|
2022
Q4 | $691K | Sell |
3,797
-131
| -3% | -$23.8K | 0.12% | 135 |
|
|
2022
Q3 | $656K | Buy |
3,928
+70
| +2% | +$11.7K | 0.14% | 130 |
|
|
2022
Q2 | $718K | Buy |
3,858
+23
| +0.6% | +$4.28K | 0.15% | 112 |
|
|
2022
Q1 | $822K | Buy |
3,835
+130
| +4% | +$27.9K | 0.16% | 131 |
|
|
2021
Q4 | $794K | Buy |
3,705
+283
| +8% | +$60.6K | 0.15% | 135 |
|
|
2021
Q3 | $623K | Hold |
3,422
| – | – | 0.11% | 143 |
|
|
2021
Q2 | $712K | Sell |
3,422
-78
| -2% | -$16.2K | 0.13% | 135 |
|
|
2021
Q1 | $595K | Sell |
3,500
-197
| -5% | -$33.5K | 0.12% | 141 |
|
|
2020
Q4 | $623K | Sell |
3,697
-47
| -1% | -$7.92K | 0.13% | 127 |
|
|
2020
Q3 | $624K | Sell |
3,744
-4,771
| -56% | -$795K | 0.14% | 108 |
|
|
2020
Q2 | $947K | Sell |
8,515
-1,141
| -12% | -$127K | 0.22% | 77 |
|
|
2020
Q1 | $902K | Sell |
9,656
-676
| -7% | -$63.1K | 0.25% | 75 |
|
|
2019
Q4 | $1.21M | Buy |
10,332
+29
| +0.3% | +$3.39K | 0.3% | 67 |
|
|
2019
Q3 | $1.23M | Buy |
10,303
+875
| +9% | +$105K | 0.34% | 62 |
|
|
2019
Q2 | $974K | Sell |
9,428
-687
| -7% | -$71K | 0.27% | 71 |
|
|
2019
Q1 | $1.13M | Sell |
10,115
-45
| -0.4% | -$5.03K | 0.32% | 64 |
|
|
2018
Q4 | $991K | Buy |
10,160
+415
| +4% | +$40.5K | 0.32% | 64 |
|
|
2018
Q3 | $1.14M | Sell |
9,745
-52
| -0.5% | -$6.07K | 0.39% | 60 |
|
|
2018
Q2 | $1.04M | Sell |
9,797
-86
| -0.9% | -$9.14K | 0.4% | 59 |
|
|
2018
Q1 | $1.03M | Sell |
9,883
-88
| -0.9% | -$9.21K | 0.38% | 57 |
|
|
2017
Q4 | $1.19M | Buy |
9,971
+1
| +0% | +$119 | 0.41% | 51 |
|
|
2017
Q3 | $1.2M | Sell |
9,970
-387
| -4% | -$46.5K | 0.41% | 46 |
|
|
2017
Q2 | $1.15M | Sell |
10,357
-691
| -6% | -$76.4K | 0.41% | 45 |
|
|
2017
Q1 | $1.19M | Sell |
11,048
-3,084
| -22% | -$331K | 0.45% | 43 |
|
|
2016
Q4 | $1.62M | Sell |
14,132
-120
| -0.8% | -$13.8K | 0.74% | 37 |
|
|
2016
Q3 | $1.56M | Sell |
14,252
-163
| -1% | -$17.8K | 0.81% | 37 |
|
|
2016
Q2 | $1.55M | Sell |
14,415
-181
| -1% | -$19.5K | 0.81% | 36 |
|
|
2016
Q1 | $1.54M | Buy |
14,596
+215
| +1% | +$22.7K | 0.83% | 35 |
|
|
2015
Q4 | $1.38M | Buy |
14,381
+101
| +0.7% | +$9.72K | 0.82% | 37 |
|
|
2015
Q3 | $1.41M | Buy |
14,280
+831
| +6% | +$82K | 0.85% | 38 |
|
|
2015
Q2 | $1.3M | Buy |
13,449
+1,979
| +17% | +$192K | 0.74% | 44 |
|
|
2015
Q1 | $1.11M | Buy |
11,470
+368
| +3% | +$35.7K | 0.66% | 49 |
|
|
2014
Q4 | $1.17M | Buy |
+11,102
| New | +$1.17M | 0.88% | 35 |
|