Avantax Planning Partners’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 | $4M | Buy |
|
|||||
|
2025
Q2 | $4.79M | Buy |
|
|||||
|
2025
Q1 | $4.67M | Buy |
|
|||||
|
2024
Q4 | $4.92M | Buy |
|
|||||
|
2024
Q3 | $5.13M | Sell |
|
|||||
|
2024
Q2 | $6.06M | Buy |
|
|||||
|
2024
Q1 | $5.9M | Buy |
|
|||||
|
2023
Q4 | $1.91M | Buy |
|
|||||
|
2023
Q3 | $1.77M | Buy |
|
|||||
|
2023
Q2 | $441K | Buy |
|
|||||
|
2023
Q1 | $458K | Sell |
|
|||||
|
2022
Q4 | $772K | Sell |
|
|||||
|
2022
Q3 | $738K | Sell |
|
|||||
|
2022
Q2 | $1.44M | Buy |
|
|||||
|
2022
Q1 | $1.38M | Buy |
|
|||||
|
2021
Q4 | $1.18M | Sell |
|
|||||
|
2021
Q3 | $1.04M | Sell |
|
|||||
|
2021
Q2 | $3.02M | Buy |
|
|||||
|
2021
Q1 | $2.45M | Sell |
|
|||||
|
2020
Q4 | $3.08M | Sell |
|
|||||
|
2020
Q3 | $3.41M | Sell |
|
|||||
|
2020
Q2 | $2.34M | Buy |
|
|||||
|
2020
Q1 | $1.85M | Buy |
|
|||||
|
2019
Q4 | $1.29M | Sell |
|
|||||
|
2019
Q3 | $1.32M | Buy |
|
|||||
|
2019
Q2 | $978K | Sell |
|
|||||
|
2019
Q1 | $1.12M | Buy |
|
|||||
|
2018
Q4 | $821K | Buy |
|
|||||
|
2018
Q3 | $966K | Sell |
|
|||||
|
2018
Q2 | $917K | Sell |
|
|||||
|
2018
Q1 | $1.04M | Sell |
|
|||||
|
2017
Q4 | $1.24M | Sell |
|
|||||
|
2017
Q3 | $5.65M | Sell |
|
|||||
|
2017
Q2 | $5.29M | Buy |
|
|||||
|
2017
Q1 | $5M | Buy |
|
|||||
|
2016
Q4 | $4.55M | Buy |
|