Whitney & 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 | $491K | Sell |
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|
2025
Q1 | $572K | Hold |
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|
2024
Q4 | $656K | Sell |
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|
2024
Q3 | $710K | Sell |
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|
2024
Q2 | $727K | Buy |
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|
2024
Q1 | $610K | Hold |
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|
2023
Q4 | $645K | Sell |
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|
2023
Q3 | $642K | Hold |
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|
2023
Q2 | $738K | Sell |
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|
2023
Q1 | $801K | Sell |
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|
2022
Q4 | $728K | Buy |
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|
2022
Q3 | $667K | Sell |
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|
2022
Q2 | $781K | Buy |
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|
2022
Q1 | $915K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $46K | Sell |
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|
2018
Q2 | $48K | Sell |
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|
2018
Q1 | $76K | Buy |
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