WSFS
Wilmington Savings Fund Society’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
17,938
-2,005
| -10% | -$202K | 0.03% | 318 |
|
|
2025
Q1 | $2.19M | Sell |
19,943
-2,473
| -11% | -$272K | 0.04% | 287 |
|
|
2024
Q4 | $2.83M | Sell |
22,416
-11,361
| -34% | -$1.43M | 0.05% | 255 |
|
|
2024
Q3 | $4.61M | Buy |
33,777
+8,097
| +32% | +$1.1M | 0.08% | 185 |
|
|
2024
Q2 | $3.51M | Sell |
25,680
-5,877
| -19% | -$804K | 0.13% | 129 |
|
|
2024
Q1 | $4.69M | Buy |
+31,557
| New | +$4.69M | 0.18% | 114 |
|
|
2023
Q3 | $8.25M | Sell |
52,957
-51,321
| -49% | -$8M | 0.36% | 78 |
|
|
2023
Q2 | $18.7M | Sell |
104,278
-1,759
| -2% | -$315K | 0.78% | 33 |
|
|
2023
Q1 | $20.6M | Sell |
106,037
-721
| -0.7% | -$140K | 0.91% | 27 |
|
|
2022
Q4 | $18.6M | Sell |
106,758
-1,470
| -1% | -$256K | 0.84% | 28 |
|
|
2022
Q3 | $17.5M | Sell |
108,228
-1,106
| -1% | -$179K | 0.85% | 26 |
|
|
2022
Q2 | $20M | Sell |
109,334
-1,892
| -2% | -$345K | 0.92% | 24 |
|
|
2022
Q1 | $23.9M | Sell |
111,226
-4,186
| -4% | -$898K | 0.93% | 24 |
|
|
2021
Q4 | $24.7M | Sell |
115,412
-413
| -0.4% | -$88.5K | 0.89% | 26 |
|
|
2021
Q3 | $21.1M | Buy |
115,825
+554
| +0.5% | +$101K | 0.81% | 27 |
|
|
2021
Q2 | $24M | Sell |
115,271
-1,474
| -1% | -$307K | 0.91% | 25 |
|
|
2021
Q1 | $19.8M | Sell |
116,745
-1,991
| -2% | -$338K | 0.79% | 30 |
|
|
2020
Q4 | $20M | Sell |
118,736
-20,957
| -15% | -$3.53M | 0.84% | 31 |
|
|
2020
Q3 | $23.3M | Sell |
139,693
-9,300
| -6% | -$1.55M | 1.08% | 23 |
|
|
2020
Q2 | $16.6M | Sell |
148,993
-24,467
| -14% | -$2.72M | 0.81% | 34 |
|
|
2020
Q1 | $16.2M | Buy |
173,460
+4,950
| +3% | +$462K | 0.95% | 28 |
|
|
2019
Q4 | $19.7M | Buy |
168,510
+674
| +0.4% | +$78.9K | 1% | 27 |
|
|
2019
Q3 | $20.1M | Buy |
167,836
+510
| +0.3% | +$61.1K | 1.1% | 22 |
|
|
2019
Q2 | $17.3M | Buy |
167,326
+5,512
| +3% | +$569K | 0.94% | 28 |
|
|
2019
Q1 | $18.1M | Sell |
161,814
-600
| -0.4% | -$67K | 0.98% | 27 |
|
|
2018
Q4 | $15.8M | Buy |
162,414
+3,540
| +2% | +$345K | 0.96% | 31 |
|
|
2018
Q3 | $18.5M | Buy |
158,874
+539
| +0.3% | +$62.9K | 0.98% | 25 |
|
|
2018
Q2 | $16.8M | Sell |
158,335
-1,187
| -0.7% | -$126K | 0.94% | 27 |
|
|
2018
Q1 | $16.7M | Buy |
159,522
+7,385
| +5% | +$773K | 0.96% | 28 |
|
|
2017
Q4 | $18.1M | Buy |
152,137
+2,867
| +2% | +$342K | 0.99% | 27 |
|
|
2017
Q3 | $17.9M | Sell |
149,270
-19,497
| -12% | -$2.34M | 1.03% | 21 |
|
|
2017
Q2 | $18.7M | Sell |
168,767
-676
| -0.4% | -$74.8K | 1.11% | 20 |
|
|
2017
Q1 | $18.2M | Sell |
169,443
-984
| -0.6% | -$106K | 1.1% | 22 |
|
|
2016
Q4 | $19.5M | Sell |
170,427
-2,984
| -2% | -$342K | 1.23% | 19 |
|
|
2016
Q3 | $19M | Sell |
173,411
-2,652
| -2% | -$290K | 1.19% | 21 |
|
|
2016
Q2 | $19M | Buy |
176,063
+8
| +0% | +$862 | 1.21% | 20 |
|
|
2016
Q1 | $18.6M | Sell |
176,055
-800
| -0.5% | -$84.4K | 1.19% | 22 |
|
|
2015
Q4 | $17M | Sell |
176,855
-1,190
| -0.7% | -$115K | 1.07% | 25 |
|
|
2015
Q3 | $17.6M | Sell |
178,045
-3,474
| -2% | -$343K | 1.13% | 21 |
|
|
2015
Q2 | $17.6M | Sell |
181,519
-386
| -0.2% | -$37.4K | 1.02% | 26 |
|
|
2015
Q1 | $17.6M | Sell |
181,905
-3,012
| -2% | -$292K | 1% | 27 |
|
|
2014
Q4 | $20.6M | Sell |
184,917
-3,131
| -2% | -$348K | 1.15% | 20 |
|
|
2014
Q3 | $18.5M | Sell |
188,048
-3,487
| -2% | -$343K | 1.05% | 26 |
|
|
2014
Q2 | $19.7M | Sell |
191,535
-3,364
| -2% | -$345K | 1.08% | 22 |
|
|
2014
Q1 | $19M | Sell |
194,899
-2,367
| -1% | -$231K | 1.06% | 24 |
|
|
2013
Q4 | $20.7M | Buy |
197,266
+7,031
| +4% | +$739K | 1.17% | 19 |
|
|
2013
Q3 | $17.4M | Sell |
190,235
-328
| -0.2% | -$30K | 1.07% | 23 |
|
|
2013
Q2 | $16.5M | Buy |
+190,563
| New | +$16.5M | 1.07% | 22 |
|