Avantax 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
Q2 | $9.52M | Buy |
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|
2025
Q1 | $9.06M | Buy |
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|
2024
Q4 | $8.16M | Sell |
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|
2024
Q3 | $11.2M | Sell |
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|
2024
Q2 | $11.9M | Buy |
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|
2024
Q1 | $5.2M | Sell |
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|
2023
Q4 | $5.9M | Buy |
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|
2023
Q3 | $5.17M | Buy |
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|
2023
Q2 | $5.81M | Sell |
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|
2023
Q1 | $7M | Buy |
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|
2022
Q4 | $5.81M | Buy |
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|
2022
Q3 | $4.51M | Buy |
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|
2022
Q2 | $4.68M | Buy |
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|
2022
Q1 | $5.19M | Buy |
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|
2021
Q4 | $5.17M | Sell |
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|
2021
Q3 | $4.53M | Buy |
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|
2021
Q2 | $3.98M | Buy |
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|
2021
Q1 | $3.01M | Buy |
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|
2020
Q4 | $2.46M | Sell |
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|
2020
Q3 | $5.67M | Buy |
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|
2020
Q2 | $1.77M | Sell |
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|
2020
Q1 | $1.57M | Buy |
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|
2019
Q4 | $1.7M | Buy |
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|
2019
Q3 | $800K | Buy |
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|
2019
Q2 | $661K | Buy |
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|
2019
Q1 | $650K | Buy |
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|
2018
Q4 | $505K | Buy |
|