Bell Investment 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 | $23K | Buy |
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|
2025
Q1 | $19.8K | Buy |
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|
2024
Q4 | $11.2K | Sell |
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|
2024
Q3 | $15.1K | Sell |
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|
2024
Q2 | $19.6K | Sell |
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|
2024
Q1 | $24.5K | Buy |
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|
2023
Q4 | $24.7K | Sell |
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|
2023
Q3 | $30.1K | Sell |
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|
2023
Q2 | $35.7K | Sell |
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|
2023
Q1 | $48.1K | Buy |
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|
2022
Q4 | $41.4K | Buy |
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|
2022
Q3 | $38K | Buy |
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|
2022
Q2 | $38K | Buy |
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|
2021
Q4 | $41K | Buy |
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|
2021
Q3 | $34K | Buy |
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