Biltmore 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
Q1 | – | Sell |
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|
2024
Q4 | $694K | Buy |
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|
2024
Q3 | $745K | Buy |
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|
2024
Q2 | $511K | Sell |
|
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|
2024
Q1 | $601K | Hold |
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|
2023
Q4 | $601K | Buy |
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|
2023
Q3 | $590K | Buy |
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|
2023
Q2 | $672K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $761K | Buy |
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|
2018
Q1 | $681K | Sell |
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|
2017
Q4 | $814K | Buy |
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|
2017
Q3 | $801K | Sell |
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|
2017
Q2 | $740K | Buy |
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|
2017
Q1 | $691K | Sell |
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|
2016
Q4 | $749K | Buy |
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|
2016
Q3 | $715K | Sell |
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|
2016
Q2 | $847K | Hold |
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|
2016
Q1 | $830K | Sell |
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|
2015
Q4 | $759K | Sell |
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|
2015
Q3 | $779K | Sell |
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|
2015
Q2 | $768K | Sell |
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|
2015
Q1 | $793K | Sell |
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|
2014
Q4 | $913K | Buy |
|