Cherry Tree 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
$303 Hold
2025
Q1
$330 Hold
2024
Q4
$379 Hold
2024
Q3
$410 Hold
2024
Q2
$411 Hold
2024
Q1
$446 Hold
2023
Q4
$472 Sell
2023
Q3
$4.21K Hold
2023
Q2
$4.84K Buy