Axxcess Wealth 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 | $229K | Sell |
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|
2025
Q1 | $838K | Sell |
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|
2024
Q4 | $1.55M | Sell |
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|
2024
Q3 | $6.85M | Sell |
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|
2024
Q2 | $7.51M | Buy |
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|
2024
Q1 | $7.91M | Sell |
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|
2023
Q4 | $8.63M | Sell |
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|
2023
Q3 | $24.3M | Sell |
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|
2023
Q2 | $33.2M | Buy |
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|
2023
Q1 | $23M | Sell |
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|
2022
Q4 | $20.7M | Sell |
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|
2022
Q3 | $19.3M | Buy |
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|
2022
Q2 | $13.7M | Buy |
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|
2022
Q1 | $15.7M | Buy |
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|
2021
Q4 | $15.6M | Buy |
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