Bragg Financial 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
Q3 | – | Sell |
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|
2025
Q2 | $352K | Sell |
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|
2025
Q1 | $3.63M | Sell |
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|
2024
Q4 | $4.32M | Sell |
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|
2024
Q3 | $4.94M | Buy |
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|
2024
Q2 | $4.7M | Sell |
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|
2024
Q1 | $5.16M | Buy |
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|
2023
Q4 | $5.07M | Buy |
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|
2023
Q3 | $4.68M | Buy |
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|
2023
Q2 | $5.04M | Buy |
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|
2023
Q1 | $5.02M | Buy |
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|
2022
Q4 | $4.19M | Buy |
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|
2022
Q3 | $3.41M | Buy |
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|
2022
Q2 | $3.26M | Buy |
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|
2022
Q1 | $3.08M | Buy |
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|
2021
Q4 | $1.9M | Hold |
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|
2021
Q3 | $1.9M | Buy |
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|
2021
Q2 | $1.77M | Buy |
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|
2021
Q1 | $714K | Buy |
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|
2020
Q4 | $271K | Sell |
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|
2020
Q3 | $287K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $227K | Sell |
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|
2019
Q4 | $319K | Sell |
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|
2019
Q3 | $419K | Sell |
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|
2019
Q2 | $364K | Hold |
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|
2019
Q1 | $394K | Hold |
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|
2018
Q4 | $344K | Hold |
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|
2018
Q3 | $411K | Sell |
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|
2018
Q2 | $474K | Sell |
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|
2018
Q1 | $539K | Sell |
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|
2017
Q4 | $624K | Sell |
|
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|
2017
Q3 | $661K | Hold |
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|
2017
Q2 | $638K | Sell |
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|
2017
Q1 | $657K | Buy |
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|
2016
Q4 | $745K | Sell |
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|
2016
Q3 | $790K | Sell |
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|
2016
Q2 | $912K | Sell |
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|
2016
Q1 | $1.05M | Sell |
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|
2015
Q4 | $1.31M | Sell |
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|
2015
Q3 | $1.72M | Buy |
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|
2015
Q2 | $1.27M | Buy |
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|
2015
Q1 | $1.17M | Buy |
|
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|
2014
Q4 | $1.1M | Buy |
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|
2014
Q3 | $754K | Buy |
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|
2014
Q2 | $745K | Buy |
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|
2014
Q1 | $685K | Buy |
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|
2013
Q4 | $711K | Buy |
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|
2013
Q3 | $540K | Buy |
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|
2013
Q2 | $455K | Buy |
|