Beacon Pointe 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
Q2 | $8.24M | Buy |
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|
2025
Q1 | $8.33M | Buy |
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|
2024
Q4 | $5.27M | Sell |
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|
2024
Q3 | $8.23M | Sell |
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|
2024
Q2 | $9.26M | Sell |
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|
2024
Q1 | $10.7M | Buy |
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|
2023
Q4 | $7.9M | Sell |
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|
2023
Q3 | $10.6M | Buy |
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|
2023
Q2 | $6.99M | Buy |
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|
2023
Q1 | $7.4M | Sell |
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|
2022
Q4 | $7.77M | Sell |
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|
2022
Q3 | $8.24M | Buy |
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|
2022
Q2 | $9.06M | Sell |
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|
2022
Q1 | $13.8M | Buy |
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|
2021
Q4 | $5.48M | Sell |
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|
2021
Q3 | $6.04M | Buy |
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|
2021
Q2 | $6.33M | Buy |
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|
2021
Q1 | $2.86M | Sell |
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|
2020
Q4 | $4.15M | Buy |
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|
2020
Q3 | $4M | Sell |
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|
2020
Q2 | $2.98M | Buy |
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|
2020
Q1 | $1.41M | Buy |
|