Claro 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
Q2 | $389K | Sell |
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|
2025
Q1 | $484K | Buy |
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|
2024
Q4 | $461K | Sell |
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|
2024
Q3 | $533K | Buy |
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|
2024
Q2 | $348K | Sell |
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|
2024
Q1 | $403K | Buy |
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|
2023
Q4 | $384K | Sell |
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|
2023
Q3 | $507K | Sell |
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|
2023
Q2 | $635K | Sell |
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|
2023
Q1 | $710K | Buy |
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|
2022
Q4 | $631K | Buy |
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|
2022
Q3 | $603K | Hold |
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|
2022
Q2 | $603K | Sell |
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|
2022
Q1 | $837K | Hold |
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|
2021
Q4 | $837K | Buy |
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|
2021
Q3 | $704K | Buy |
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|
2021
Q2 | $766K | Buy |
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|
2021
Q1 | $621K | Buy |
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|
2020
Q4 | $483K | Sell |
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|
2020
Q3 | $512K | Sell |
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|
2020
Q2 | $363K | Buy |
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|
2020
Q1 | $275K | Sell |
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|
2019
Q4 | $350K | Buy |
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|
2019
Q3 | $358K | Buy |
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|
2019
Q2 | $283K | Buy |
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|
2019
Q1 | $228K | Buy |
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|
2018
Q4 | $225K | Buy |
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