Waldron Private Wealth’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
Q3 | – | Sell |
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|
2025
Q2 | $407K | Sell |
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|
2025
Q1 | $471K | Sell |
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|
2024
Q4 | $712K | Buy |
|
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|
2024
Q3 | $443K | Sell |
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|
2024
Q2 | $503K | Sell |
|
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|
2024
Q1 | $596K | Sell |
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|
2023
Q4 | $666K | Buy |
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|
2023
Q3 | $543K | Sell |
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|
2023
Q2 | $747K | Sell |
|
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|
2023
Q1 | $1.4M | Buy |
|
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|
2022
Q4 | $1.14M | Hold |
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|
2022
Q3 | $1.14M | Buy |
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|
2022
Q2 | $1.2M | Buy |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $1.31M | Buy |
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|
2021
Q3 | $1.07M | Buy |
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|
2021
Q2 | $956K | Buy |
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|
2021
Q1 | $774K | Sell |
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|
2020
Q4 | $812K | Buy |
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|
2020
Q3 | $785K | Buy |
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|
2020
Q2 | $520K | Buy |
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|
2020
Q1 | $235K | Sell |
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|
2019
Q4 | $318K | Sell |
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|
2019
Q3 | $326K | Sell |
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|
2019
Q2 | $704K | Buy |
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|
2019
Q1 | $626K | Sell |
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|
2018
Q4 | $570K | Buy |
|