Beacon Financial Advisory’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 | $982K | Sell |
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|
2025
Q2 | $1.34M | Buy |
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|
2025
Q1 | $1.22M | Sell |
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|
2024
Q4 | $1.65M | Sell |
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|
2024
Q3 | $1.96M | Buy |
|
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|
2024
Q2 | $1.43M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Buy |
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|
2022
Q1 | $201K | Buy |
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|
2021
Q4 | $201K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $368K | Buy |
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|
2020
Q1 | $309K | Buy |
|