Carson Wealth (CWM LLC)’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 | $16.6M | Buy |
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|
2025
Q2 | $18M | Buy |
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|
2025
Q1 | $10.7M | Buy |
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|
2024
Q4 | $9.78M | Sell |
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|
2024
Q3 | $11.7M | Buy |
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|
2024
Q2 | $11.5M | Buy |
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|
2024
Q1 | $11.8M | Sell |
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|
2023
Q4 | $17.5M | Buy |
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|
2023
Q3 | $11.1M | Buy |
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|
2023
Q2 | $10.4M | Buy |
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|
2023
Q1 | $9.85M | Buy |
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|
2022
Q4 | $7.99M | Buy |
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|
2022
Q3 | $2.82M | Buy |
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|
2022
Q2 | $2.96M | Buy |
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|
2022
Q1 | $2.78M | Buy |
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|
2021
Q4 | $1.99M | Buy |
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|
2021
Q2 | $1.44M | Hold |
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|
2021
Q1 | $1.44M | Hold |
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|
2020
Q4 | $1.44M | Hold |
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|
2020
Q3 | $1.44M | Hold |
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|
2020
Q2 | $1.44M | Hold |
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|
2020
Q1 | $1.44M | Hold |
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|
2019
Q4 | $1.44M | Hold |
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|
2019
Q3 | $1.44M | Hold |
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|
2019
Q2 | $1.44M | Hold |
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|
2019
Q1 | $1.44M | Sell |
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|
2018
Q4 | $22.9M | Sell |
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|
2018
Q3 | $28.1M | Sell |
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|
2018
Q2 | $30.4M | Sell |
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|
2018
Q1 | $31.9M | Buy |
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|
2017
Q4 | $31.4M | Sell |
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|
2017
Q3 | $33.8M | Sell |
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|
2017
Q2 | $32.5M | Sell |
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|
2017
Q1 | $31.6M | Buy |
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|
2016
Q4 | $29.2M | Buy |
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|
2016
Q3 | $24.5M | Buy |
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|
2016
Q2 | $20M | Buy |
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|
2016
Q1 | $15.7M | Buy |
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|
2015
Q4 | $12.9M | Buy |
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|
2015
Q3 | $11.7M | Buy |
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|
2015
Q2 | $9.84M | Buy |
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|
2015
Q1 | $5.75M | Buy |
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|
2014
Q4 | $4.46M | Buy |
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|
2014
Q3 | $1.07M | Buy |
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|
2014
Q2 | $412K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $187K | Sell |
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|
2013
Q3 | $184K | Buy |
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