Advanced Asset Management Advisors’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  | $2.02M | Hold | 
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| 
        
          
      
        2025
         Q1  | $2.2M | Hold | 
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| 
        
          
      
        2024
         Q4  | $2.52M | Hold | 
         | 
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| 
        
          
      
        2024
         Q3  | $2.74M | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $2.74M | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $2.97M | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $3.14M | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $3.12M | Hold | 
         | 
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| 
        
          
      
        2023
         Q2  | $3.58M | Hold | 
         | 
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| 
        
          
      
        2023
         Q1  | $3.88M | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $3.48M | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $3.23M | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $3.65M | Hold | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $4.29M | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $4.29M | Hold | 
         | 
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| 
        
          
      
        2021
         Q3  | $3.64M | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $4.16M | Hold | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $3.4M | Hold | 
         | 
    |||||
| 
        
          
      
        2020
         Q4  | $3.37M | Hold | 
         | 
    |||||
| 
        
          
      
        2020
         Q3  | $3.33M | Hold | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $2.22M | Hold | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $1.87M | Hold | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $2.34M | Buy | 
         |