Calton & Associates’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 | $440K | Buy |
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|
2025
Q2 | $239K | Buy |
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|
2025
Q1 | $205K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $824K | Buy |
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|
2024
Q2 | $463K | Buy |
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|
2024
Q1 | $295K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $218K | Sell |
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|
2022
Q1 | $289K | Sell |
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|
2021
Q4 | $332K | Sell |
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|
2021
Q3 | $286K | Buy |
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|
2021
Q2 | $328K | Buy |
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|
2021
Q1 | $254K | Buy |
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|
2020
Q4 | $241K | Sell |
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|
2020
Q3 | $271K | Sell |
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|
2020
Q2 | $474K | Buy |
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|
2020
Q1 | $387K | Buy |
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|
2019
Q4 | $262K | Buy |
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|
2019
Q3 | $229K | Sell |
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|
2019
Q2 | $211K | Sell |
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|
2019
Q1 | $230K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $233K | Sell |
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|
2017
Q4 | $338K | Buy |
|