Clearstead 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 | $2.65M | Sell |
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|
2025
Q1 | $2.97M | Buy |
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|
2024
Q4 | $2.1M | Buy |
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|
2024
Q3 | $2.23M | Sell |
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|
2024
Q2 | $2.35M | Buy |
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|
2024
Q1 | $2.18M | Buy |
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|
2023
Q4 | $2.25M | Sell |
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|
2023
Q3 | $5.09M | Buy |
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|
2023
Q2 | $2.83M | Buy |
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|
2023
Q1 | $2.36M | Buy |
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|
2022
Q4 | $1.51M | Sell |
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|
2022
Q3 | $1.48M | Buy |
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|
2022
Q2 | $1.66M | Sell |
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|
2022
Q1 | $1.95M | Buy |
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|
2021
Q4 | $1.78M | Sell |
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|
2021
Q3 | $1.53M | Sell |
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|
2021
Q2 | $1.76M | Buy |
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|
2021
Q1 | $1.35M | Sell |
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|
2020
Q4 | $1.39M | Buy |
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|
2020
Q3 | $1.36M | Sell |
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|
2020
Q2 | $939K | Buy |
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|
2020
Q1 | $733K | Sell |
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|
2019
Q4 | $1.07M | Buy |
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|
2019
Q3 | $1.02M | Sell |
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|
2019
Q2 | $911K | Sell |
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|
2019
Q1 | $1.1M | Buy |
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|
2018
Q4 | $915K | Buy |
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|
2018
Q3 | $1.03M | Sell |
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|
2018
Q2 | $959K | Sell |
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|
2018
Q1 | $986K | Buy |
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|
2017
Q4 | $978K | Sell |
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|
2017
Q3 | $1.02M | Sell |
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|
2017
Q2 | $1.01M | Sell |
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|
2017
Q1 | $981K | Buy |
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|
2016
Q4 | $1M | Buy |
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