Beaird Harris 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 | $65.1K | Buy |
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|
2025
Q1 | $48.9K | Hold |
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|
2024
Q4 | $56.1K | Hold |
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|
2024
Q3 | $60.7K | Hold |
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|
2024
Q2 | $61K | Sell |
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|
2024
Q1 | $67.6K | Hold |
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|
2023
Q4 | $71.5K | Buy |
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|
2023
Q3 | $69.4K | Hold |
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|
2023
Q2 | $79.8K | Hold |
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|
2023
Q1 | $86.3K | Sell |
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|
2022
Q4 | $86.6K | Buy |
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|
2022
Q3 | $72K | Hold |
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|
2022
Q2 | $81K | Hold |
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|
2022
Q1 | $95K | Sell |
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|
2021
Q4 | $481K | Buy |
|