Center for Financial Planning’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 | $214K | Buy |
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|
2025
Q2 | $247K | Hold |
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|
2025
Q1 | $269K | Sell |
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|
2024
Q4 | $320K | Sell |
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|
2024
Q3 | $426K | Hold |
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|
2024
Q2 | $427K | Hold |
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|
2024
Q1 | $464K | Sell |
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|
2023
Q4 | $505K | Sell |
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|
2023
Q3 | $505K | Buy |
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|
2023
Q2 | $541K | Buy |
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|
2023
Q1 | $583K | Sell |
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|
2022
Q4 | $540K | Hold |
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|
2022
Q3 | $502K | Hold |
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|
2022
Q2 | $567K | Sell |
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|
2022
Q1 | $678K | Sell |
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|
2021
Q4 | $708K | Sell |
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|
2021
Q3 | $625K | Hold |
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|
2021
Q2 | $714K | Buy |
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|
2021
Q1 | $477K | Buy |
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|
2020
Q4 | $465K | Hold |
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|
2020
Q3 | $460K | Buy |
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|
2020
Q2 | $301K | Sell |
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|
2020
Q1 | $277K | Buy |
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|
2019
Q4 | $321K | Buy |
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