Buttonwood 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 | $310K | Sell |
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|
2025
Q2 | $386K | Sell |
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|
2025
Q1 | $495K | Sell |
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|
2024
Q4 | $592K | Sell |
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|
2024
Q3 | $640K | Sell |
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|
2024
Q2 | $647K | Sell |
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|
2024
Q1 | $703K | Sell |
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|
2023
Q4 | $745K | Sell |
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|
2023
Q3 | $752K | Sell |
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|
2023
Q2 | $869K | Sell |
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|
2023
Q1 | $943K | Sell |
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|
2022
Q4 | $852K | Sell |
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|
2022
Q3 | $807K | Sell |
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|
2022
Q2 | $906K | Sell |
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|
2022
Q1 | $1.08M | Sell |
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|
2021
Q4 | $1.11M | Buy |
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