Carlton Hofferkamp & Jenks 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
Q2 | $877K | Sell |
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|
2025
Q1 | $978K | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.54M | Sell |
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|
2024
Q2 | $1.51M | Sell |
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|
2024
Q1 | $1.74M | Sell |
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|
2023
Q4 | $1.91M | Sell |
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|
2023
Q3 | $1.81M | Sell |
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|
2023
Q2 | $2.25M | Buy |
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|
2023
Q1 | $2.13M | Buy |
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|
2022
Q4 | $2.24M | Buy |
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|
2022
Q3 | $2.01M | Sell |
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|
2022
Q2 | $2.27M | Buy |
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|
2022
Q1 | $2.33M | Buy |
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|
2021
Q4 | $2.45M | Buy |
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|
2021
Q3 | $2.53M | Buy |
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|
2021
Q2 | $2.44M | Sell |
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|
2021
Q1 | $2.4M | Sell |
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|
2020
Q4 | $1.94M | Sell |
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|
2020
Q3 | $2.11M | Sell |
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|
2020
Q2 | $1.77M | Buy |
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|
2020
Q1 | $1.3M | Buy |
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|
2019
Q4 | $1.41M | Buy |
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|
2019
Q3 | $1.16M | Sell |
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|
2019
Q2 | $1.04M | Buy |
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|
2019
Q1 | $1.03M | Sell |
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|
2018
Q4 | $947K | Sell |
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|
2018
Q3 | $1.25M | Buy |
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|
2018
Q2 | $1.16M | Sell |
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|
2018
Q1 | $1.09M | Sell |
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|
2017
Q4 | $1.27M | Sell |
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|
2017
Q3 | $1.32M | Buy |
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|
2017
Q2 | $928K | Buy |
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|
2017
Q1 | $890K | Buy |
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|
2016
Q4 | $897K | Buy |
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|
2016
Q3 | $819K | Sell |
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|
2016
Q2 | $821K | Buy |
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|
2016
Q1 | $402K | Buy |
|