Williams Jones Wealth Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,960
| Closed | -$216K | – | 527 |
|
|
2025
Q1 | $216K | Sell |
1,960
-114
| -5% | -$12.5K | ﹤0.01% | 456 |
|
|
2024
Q4 | $262K | Sell |
2,074
-134
| -6% | -$16.9K | ﹤0.01% | 431 |
|
|
2024
Q3 | $301K | Sell |
2,208
-467
| -17% | -$63.7K | ﹤0.01% | 430 |
|
|
2024
Q2 | $366K | Sell |
2,675
-558
| -17% | -$76.4K | ﹤0.01% | 386 |
|
|
2024
Q1 | $481K | Sell |
3,233
-584
| -15% | -$86.8K | 0.01% | 360 |
|
|
2023
Q4 | $600K | Sell |
3,817
-159
| -4% | -$25K | 0.01% | 313 |
|
|
2023
Q3 | $620K | Sell |
3,976
-499
| -11% | -$77.8K | 0.01% | 312 |
|
|
2023
Q2 | $802K | Sell |
4,475
-2,122
| -32% | -$380K | 0.01% | 280 |
|
|
2023
Q1 | $1.28M | Sell |
6,597
-820
| -11% | -$159K | 0.02% | 243 |
|
|
2022
Q4 | $1.29M | Buy |
7,417
+30
| +0.4% | +$5.22K | 0.02% | 238 |
|
|
2022
Q3 | $1.19M | Sell |
7,387
-215
| -3% | -$34.7K | 0.02% | 245 |
|
|
2022
Q2 | $1.39M | Sell |
7,602
-2,053
| -21% | -$375K | 0.02% | 242 |
|
|
2022
Q1 | $2.07M | Buy |
9,655
+490
| +5% | +$105K | 0.03% | 195 |
|
|
2021
Q4 | $1.96M | Buy |
9,165
+758
| +9% | +$162K | 0.02% | 203 |
|
|
2021
Q3 | $1.53M | Sell |
8,407
-691
| -8% | -$126K | 0.02% | 213 |
|
|
2021
Q2 | $1.89M | Buy |
9,098
+687
| +8% | +$143K | 0.03% | 200 |
|
|
2021
Q1 | $1.43M | Buy |
8,411
+1,274
| +18% | +$217K | 0.02% | 216 |
|
|
2020
Q4 | $1.2M | Buy |
7,137
+5,132
| +256% | +$864K | 0.02% | 215 |
|
|
2020
Q3 | $334K | Sell |
2,005
-860
| -30% | -$143K | 0.01% | 316 |
|
|
2020
Q2 | $319K | Sell |
2,865
-3,665
| -56% | -$408K | 0.01% | 316 |
|
|
2020
Q1 | $610K | Buy |
6,530
+80
| +1% | +$7.47K | 0.02% | 214 |
|
|
2019
Q4 | $755K | Sell |
6,450
-2,175
| -25% | -$255K | 0.01% | 230 |
|
|
2019
Q3 | $1.03M | Buy |
+8,625
| New | +$1.03M | 0.02% | 197 |
|