Austin Asset Management’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 | $253K | Hold |
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|
2025
Q1 | $276K | Hold |
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|
2024
Q4 | $316K | Hold |
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|
2024
Q3 | $342K | Hold |
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|
2024
Q2 | $343K | Hold |
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|
2024
Q1 | $372K | Sell |
|
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|
2023
Q4 | $402K | Hold |
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|
2023
Q3 | $398K | Hold |
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|
2023
Q2 | $458K | Sell |
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|
2023
Q1 | $496K | Buy |
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|
2022
Q4 | $409K | Hold |
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|
2022
Q3 | $409K | Buy |
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|
2022
Q2 | $457K | Sell |
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|
2022
Q1 | $561K | Sell |
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|
2021
Q4 | $567K | Buy |
|