WMS Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $239K | Buy |
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|
2024
Q3 | $250K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $268K | Sell |
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|
2023
Q2 | $311K | Sell |
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|
2023
Q1 | $361K | Buy |
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|
2022
Q4 | $305K | Buy |
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|
2022
Q3 | $283K | Buy |
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|
2022
Q2 | $300K | Buy |
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|
2022
Q1 | $350K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $326K | Buy |
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|
2021
Q2 | $372K | Sell |
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|
2021
Q1 | $338K | Sell |
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|
2020
Q4 | $357K | Buy |
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|
2020
Q3 | $273K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $271K | Hold |
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|
2019
Q4 | $340K | Hold |
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|
2019
Q3 | $348K | Sell |
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|
2019
Q2 | $389K | Buy |
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|
2019
Q1 | $216K | Sell |
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|
2018
Q4 | $276K | Sell |
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|
2018
Q3 | $21M | Hold |
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|
2018
Q2 | $19.1M | Buy |
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|
2018
Q1 | $18.8M | Sell |
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|
2017
Q4 | $22M | Buy |
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|
2017
Q3 | $22.1M | Buy |
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|
2017
Q2 | $20.4M | Sell |
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|
2017
Q1 | $20.1M | Buy |
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|
2016
Q4 | $21.5M | Buy |
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|
2016
Q3 | $20.5M | Buy |
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|
2016
Q2 | $20.1M | Buy |
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|
2016
Q1 | $19.6M | Hold |
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|
2015
Q4 | $17.9M | Hold |
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|
2015
Q3 | $18.4M | Sell |
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|
2015
Q2 | $18.1M | Buy |
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|
2015
Q1 | $18.1M | Buy |
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|
2014
Q4 | $20.7M | Hold |
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|
2014
Q3 | $18.3M | Hold |
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|
2014
Q2 | $19.1M | Hold |
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|
2014
Q1 | $18.1M | Hold |
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|
2013
Q4 | $19.5M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $16.1M | Buy |
|