B. Riley Wealth Advisors’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 | $1.3M | Buy |
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|
2025
Q2 | $1.19M | Buy |
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|
2024
Q4 | $2.54M | Sell |
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|
2024
Q3 | $2.85M | Sell |
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|
2024
Q2 | $3.31M | Buy |
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|
2024
Q1 | $3.48M | Sell |
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|
2023
Q4 | $3.53M | Buy |
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|
2023
Q3 | $3.48M | Sell |
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|
2023
Q2 | $4.26M | Sell |
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|
2023
Q1 | $4.99M | Sell |
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|
2022
Q4 | $5.74M | Buy |
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|
2022
Q3 | $5.04M | Buy |
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|
2022
Q2 | $4.67M | Sell |
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|
2022
Q1 | $5.69M | Sell |
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|
2021
Q4 | $7.58M | Buy |
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|
2021
Q3 | $6.21M | Buy |
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|
2021
Q2 | $6.78M | Buy |
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|
2021
Q1 | $4.97M | Buy |
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|
2020
Q4 | $4.19M | Buy |
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|
2020
Q3 | $3.08M | Buy |
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|
2020
Q2 | $2.13M | Buy |
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|
2020
Q1 | $1.27M | Buy |
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|
2019
Q4 | $954K | Buy |
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|
2019
Q3 | $820K | Sell |
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|
2019
Q2 | $912K | Buy |
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|
2019
Q1 | $938K | Buy |
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|
2018
Q4 | $670K | Sell |
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|
2018
Q3 | $806K | Buy |
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|
2018
Q2 | $694K | Buy |
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|
2018
Q1 | $647K | Buy |
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|
2017
Q4 | $553K | Buy |
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|
2017
Q3 | $464K | Buy |
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|
2017
Q2 | $399K | Buy |
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|
2017
Q1 | $354K | Buy |
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|
2016
Q4 | $312K | Buy |
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|
2016
Q3 | $269K | Sell |
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|
2016
Q2 | $302K | Sell |
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|
2016
Q1 | $298K | Sell |
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|
2015
Q4 | $329K | Buy |
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|
2015
Q3 | $318K | Buy |
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|
2015
Q2 | $242K | Sell |
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|
2015
Q1 | $336K | Sell |
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|
2014
Q4 | $4.63K | Buy |
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|
2014
Q3 | $246K | Sell |
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|
2014
Q2 | $347K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $140K | Buy |
|