Ascent Group’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
$1.8M Sell
2025
Q2
$3.55M Buy
2025
Q1
$2.55M Buy
2024
Q1
Sell
2023
Q4
$2.13M Buy
2023
Q3
$1.85M Buy
2023
Q2
Sell
2023
Q1
$220K Buy