Wellington Shields & Co’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 | $747K | Sell |
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|
2025
Q1 | $834K | Buy |
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|
2024
Q4 | $692K | Buy |
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|
2024
Q3 | $611K | Buy |
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|
2024
Q2 | $565K | Buy |
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|
2024
Q1 | $479K | Buy |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $266K | Hold |
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|
2023
Q2 | $306K | Hold |
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|
2023
Q1 | $331K | Hold |
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|
2022
Q4 | $296K | Hold |
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|
2022
Q3 | $275K | Hold |
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|
2022
Q2 | $311K | Sell |
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|
2022
Q1 | $441K | Buy |
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|
2021
Q4 | $408K | Sell |
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|
2021
Q3 | $383K | Sell |
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|
2021
Q2 | $542K | Hold |
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|
2021
Q1 | $443K | Sell |
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|
2020
Q4 | $523K | Hold |
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|
2020
Q3 | $517K | Sell |
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|
2020
Q2 | $994K | Buy |
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|
2020
Q1 | $689K | Buy |
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|
2019
Q4 | $453K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $280K | Sell |
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|
2018
Q2 | $436K | Sell |
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|
2018
Q1 | $691K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $264K | Hold |
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|
2016
Q3 | $252K | Hold |
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|
2016
Q2 | $248K | Buy |
|