WTA
Washington Trust Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.21M | Sell |
21,896
-398
| -2% | -$40.2K | 0.18% | 71 |
|
|
2025
Q1 | $2.45M | Sell |
22,294
-76,141
| -77% | -$8.37M | 0.22% | 67 |
|
|
2024
Q4 | $12.4M | Sell |
98,435
-4,888
| -5% | -$616K | 1.04% | 27 |
|
|
2024
Q3 | $14.1M | Sell |
103,323
-7,829
| -7% | -$1.07M | 1.21% | 25 |
|
|
2024
Q2 | $15.2M | Sell |
111,152
-3,467
| -3% | -$474K | 1.4% | 23 |
|
|
2024
Q1 | $17M | Sell |
114,619
-1,067
| -0.9% | -$159K | 1.56% | 22 |
|
|
2023
Q4 | $18.2M | Sell |
115,686
-1,296
| -1% | -$204K | 1.74% | 21 |
|
|
2023
Q3 | $18.2M | Sell |
116,982
-964
| -0.8% | -$150K | 1.87% | 19 |
|
|
2023
Q2 | $21.1M | Sell |
117,946
-778
| -0.7% | -$139K | 2.05% | 17 |
|
|
2023
Q1 | $23M | Sell |
118,724
-642
| -0.5% | -$125K | 2.34% | 15 |
|
|
2022
Q4 | $20.8M | Sell |
119,366
-1,926
| -2% | -$335K | 2.27% | 15 |
|
|
2022
Q3 | $19.6M | Sell |
121,292
-988
| -0.8% | -$160K | 1.83% | 17 |
|
|
2022
Q2 | $22.3M | Buy |
122,280
+1,049
| +0.9% | +$191K | 1.97% | 16 |
|
|
2022
Q1 | $26M | Sell |
121,231
-957
| -0.8% | -$205K | 1.85% | 13 |
|
|
2021
Q4 | $26.2M | Buy |
+122,188
| New | +$26.2M | 1.77% | 17 |
|