Centric 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 | $26.2M | Sell |
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|
2025
Q1 | $37.7M | Sell |
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|
2024
Q4 | $44M | Sell |
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|
2024
Q3 | $46.8M | Sell |
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|
2024
Q2 | $45.9M | Sell |
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|
2024
Q1 | $52.6M | Buy |
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|
2023
Q4 | $45.7M | Sell |
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|
2023
Q3 | $52.3M | Sell |
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|
2023
Q2 | $61.6M | Sell |
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|
2023
Q1 | $67.3M | Sell |
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|
2022
Q4 | $60.7M | Sell |
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|
2022
Q3 | $61.2M | Sell |
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|
2022
Q2 | $69.2M | Sell |
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|
2022
Q1 | $81.3M | Sell |
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|
2021
Q4 | $81.7M | Sell |
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|
2021
Q3 | $73.6M | Sell |
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|
2021
Q2 | $84.1M | Sell |
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|
2021
Q1 | $69M | Sell |
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|
2020
Q4 | $68.4M | Sell |
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|
2020
Q3 | $48.6M | Buy |
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|
2020
Q2 | $46.8M | Sell |
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|
2020
Q1 | $48.6M | Buy |
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|
2019
Q4 | $49.4M | Sell |
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|
2019
Q3 | $48.6M | Buy |
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|
2019
Q2 | $34.2M | Sell |
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|
2019
Q1 | $37.1M | Sell |
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|
2018
Q4 | $32.5M | Buy |
|