AIMZ Investment 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 | $681K | Hold |
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|
2025
Q1 | $742K | Hold |
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|
2024
Q4 | $851K | Hold |
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|
2024
Q3 | $920K | Buy |
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|
2024
Q2 | $913K | Sell |
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|
2024
Q1 | $1M | Sell |
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|
2023
Q4 | $1.14M | Hold |
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|
2023
Q3 | $1.13M | Sell |
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|
2023
Q2 | $1.31M | Hold |
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|
2023
Q1 | $1.42M | Hold |
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|
2022
Q4 | $1.27M | Hold |
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|
2022
Q3 | $1.18M | Hold |
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|
2022
Q2 | $1.34M | Hold |
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|
2022
Q1 | $1.57M | Sell |
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|
2021
Q4 | $1.66M | Buy |
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|
2021
Q3 | $1.34M | Hold |
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|
2021
Q2 | $1.53M | Hold |
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|
2021
Q1 | $1.25M | Hold |
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|
2020
Q4 | $1.24M | Sell |
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|
2020
Q3 | $1.25M | Sell |
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|
2020
Q2 | $898K | Hold |
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|
2020
Q1 | $754K | Buy |
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|
2019
Q4 | $397K | Hold |
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|
2019
Q3 | $407K | Sell |
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|
2019
Q2 | $356K | Hold |
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|
2019
Q1 | $385K | Hold |
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|
2018
Q4 | $336K | Hold |
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|
2018
Q3 | $402K | Hold |
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|
2018
Q2 | $366K | Hold |
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|
2018
Q1 | $361K | Hold |
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|
2017
Q4 | $410K | Sell |
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|
2017
Q3 | $432K | Sell |
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|
2017
Q2 | $420K | Sell |
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|
2017
Q1 | $429K | Hold |
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|
2016
Q4 | $458K | Sell |
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|
2016
Q3 | $442K | Sell |
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|
2016
Q2 | $457K | Sell |
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|
2016
Q1 | $874K | Buy |
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|
2015
Q4 | $418K | Sell |
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|
2015
Q3 | $439K | Buy |
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|
2015
Q2 | $416K | Hold |
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|
2015
Q1 | $416K | Hold |
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|
2014
Q4 | $477K | Buy |
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