Avidian Wealth Enterprises’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 | $1.09M | Sell |
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|
2025
Q2 | $1.33M | Sell |
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|
2025
Q1 | $1.53M | Sell |
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|
2024
Q4 | $1.82M | Sell |
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|
2024
Q3 | $2.04M | Sell |
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|
2024
Q2 | $3.12M | Buy |
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|
2024
Q1 | $3.26M | Buy |
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|
2023
Q4 | $3.35M | Buy |
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|
2023
Q3 | $3.32M | Sell |
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|
2023
Q2 | $3.93M | Buy |
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|
2023
Q1 | $2.48M | Buy |
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|
2022
Q4 | $2.21M | Sell |
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|
2022
Q3 | $2.08M | Sell |
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|
2022
Q2 | $2.36M | Sell |
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|
2022
Q1 | $3.13M | Buy |
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|
2021
Q4 | $2.89M | Buy |
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|
2021
Q3 | $2.13M | Buy |
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|
2021
Q2 | $555K | Buy |
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|
2021
Q1 | $369K | Buy |
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|
2020
Q4 | $321K | Buy |
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|
2020
Q3 | $264K | Buy |
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