Bogart Wealth LLC’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 | $53.9K | Sell |
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|
2025
Q2 | $79.2K | Buy |
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|
2025
Q1 | $43.8K | Sell |
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|
2024
Q4 | $55.6K | Sell |
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|
2024
Q3 | $61.1K | Sell |
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|
2024
Q2 | $3.52M | Sell |
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|
2024
Q1 | $5.21M | Buy |
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|
2023
Q4 | $5M | Sell |
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|
2023
Q3 | $4.99M | Buy |
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|
2023
Q2 | $5M | Buy |
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|
2023
Q1 | $5.17M | Buy |
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|
2022
Q4 | $4.1M | Buy |
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|
2022
Q3 | $2.04M | Buy |
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|
2022
Q2 | $38K | Buy |
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|
2022
Q1 | $38K | Hold |
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|
2021
Q4 | $38K | Hold |
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|
2021
Q3 | $32K | Buy |
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|
2021
Q2 | $28K | Hold |
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|
2021
Q1 | $23K | Buy |
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|
2020
Q4 | $19K | Hold |
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|
2020
Q3 | $18K | Sell |
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|
2020
Q2 | $16K | Hold |
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|
2020
Q1 | $14K | Sell |
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|
2019
Q4 | $17K | Sell |
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|
2019
Q3 | $703K | Buy |
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|
2019
Q2 | $584K | Buy |
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|
2019
Q1 | $572K | Buy |
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|
2018
Q4 | $473K | Sell |
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|
2018
Q3 | $570K | Buy |
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|
2018
Q2 | $474K | Buy |
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|
2018
Q1 | $468K | Buy |
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|
2017
Q4 | $453K | Buy |
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|
2017
Q3 | $445K | Buy |
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|
2017
Q2 | $419K | Buy |
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|
2017
Q1 | $372K | Buy |
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|
2016
Q4 | $334K | Buy |
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