Arkadios 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
Q3 | $2.73M | Buy |
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|
2025
Q2 | $2.94M | Buy |
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|
2025
Q1 | $3.05M | Buy |
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|
2024
Q4 | $2.2M | Sell |
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|
2024
Q3 | $3.05M | Sell |
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|
2024
Q2 | $3.44M | Buy |
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|
2024
Q1 | $2.85M | Buy |
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|
2023
Q4 | $2.96M | Sell |
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|
2023
Q3 | $4.07M | Buy |
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|
2023
Q2 | $3.94M | Sell |
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|
2023
Q1 | $4.27M | Buy |
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|
2022
Q4 | $3.79M | Sell |
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|
2022
Q3 | $3.57M | Buy |
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|
2022
Q2 | $3.95M | Sell |
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|
2022
Q1 | $5.66M | Sell |
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|
2021
Q4 | $5.73M | Sell |
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|
2021
Q3 | $4.92M | Sell |
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|
2021
Q2 | $6.02M | Buy |
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|
2021
Q1 | $1.44M | Buy |
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|
2020
Q4 | $578K | Buy |
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|
2020
Q3 | $235K | Sell |
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|
2020
Q2 | $220K | Sell |
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|
2020
Q1 | $186K | Buy |
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|
2019
Q4 | $114K | Buy |
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