Barnes Pettey Financial 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
Q4 | $227K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $222K | Buy |
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|
2025
Q1 | $241K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $217K | Hold |
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|
2023
Q1 | $235K | Hold |
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|
2022
Q4 | $210K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $221K | Hold |
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|
2022
Q1 | $259K | Hold |
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|
2021
Q4 | $259K | Buy |
|