Annex Advisory Services’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
Q3 | $321K | Sell |
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|
2025
Q2 | $452K | Sell |
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|
2025
Q1 | $512K | Buy |
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|
2024
Q4 | $578K | Buy |
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|
2024
Q3 | $623K | Sell |
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|
2024
Q2 | $644K | Buy |
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|
2024
Q1 | $698K | Sell |
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|
2023
Q4 | $753K | Sell |
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|
2023
Q3 | $776K | Buy |
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|
2023
Q2 | $870K | Buy |
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|
2023
Q1 | $855K | Sell |
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|
2022
Q4 | $771K | Sell |
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|
2022
Q3 | $767K | Sell |
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|
2022
Q2 | $1.39M | Buy |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $869K | Sell |
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|
2021
Q2 | $1.02M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $271K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $209K | Hold |
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|
2019
Q1 | $226K | Buy |
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