Carolina Wealth 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 | $4.18K | Hold |
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|
2025
Q2 | $5.05K | Hold |
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|
2025
Q1 | $5.5K | Hold |
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|
2024
Q4 | $6.3K | Hold |
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|
2024
Q3 | $6.82K | Hold |
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|
2024
Q2 | $6.84K | Hold |
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|
2024
Q1 | $7.43K | Hold |
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|
2023
Q4 | $7.86K | Hold |
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|
2023
Q3 | $7.79K | Sell |
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|
2023
Q2 | $28.3K | Buy |
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|
2023
Q1 | $9.7K | Hold |
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|
2022
Q4 | $9K | Hold |
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|
2022
Q3 | $8K | Hold |
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|
2022
Q2 | $9K | Hold |
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|
2022
Q1 | $11K | Hold |
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|
2021
Q4 | $11K | Hold |
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|
2021
Q3 | $9K | Sell |
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|
2021
Q2 | $22K | Hold |
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|
2021
Q1 | $18K | Hold |
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|
2020
Q4 | $18K | Buy |
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|
2020
Q3 | $8K | Hold |
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|
2020
Q2 | $6K | Hold |
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|
2020
Q1 | $5K | Hold |
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|
2019
Q4 | $6K | Buy |
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