Arete Wealth 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 | $1.58M | Sell |
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|
2025
Q1 | $2.38M | Buy |
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|
2024
Q4 | $1.95M | Sell |
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|
2024
Q3 | $2.59M | Buy |
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|
2024
Q2 | $1.54M | Sell |
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|
2024
Q1 | $2.4M | Buy |
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|
2023
Q4 | $2.45M | Sell |
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|
2023
Q3 | $2.84M | Buy |
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|
2023
Q2 | $2.79M | Sell |
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|
2023
Q1 | $3.13M | Buy |
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|
2022
Q4 | $2.5B | Buy |
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|
2022
Q3 | $1.89M | Sell |
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|
2022
Q2 | $15K | Buy |
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|
2022
Q1 | $574K | Sell |
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|
2021
Q4 | $598K | Buy |
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|
2021
Q3 | $467K | Sell |
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|
2021
Q2 | $483K | Sell |
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|
2021
Q1 | $483K | Buy |
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|
2020
Q4 | $466K | Sell |
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|
2020
Q3 | $507K | Sell |
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|
2020
Q2 | $361K | Buy |
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|
2020
Q1 | $288K | Buy |
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|
2019
Q4 | $346K | Buy |
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|
2019
Q3 | $352K | Buy |
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|
2019
Q2 | $277K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $230K | Sell |
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|
2017
Q3 | $232K | Buy |
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