Clearstead Trust’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 | $47.9K | Sell |
|
|||||
|
2025
Q1 | $138K | Buy |
|
|||||
|
2024
Q4 | $153K | Buy |
|
|||||
|
2024
Q3 | $165K | Buy |
|
|||||
|
2024
Q2 | $164K | Buy |
|
|||||
|
2024
Q1 | $176K | Buy |
|
|||||
|
2023
Q4 | $182K | Sell |
|
|||||
|
2023
Q3 | $181K | Buy |
|
|||||
|
2023
Q2 | $122K | Buy |
|
|||||
|
2023
Q1 | $127K | Sell |
|
|||||
|
2022
Q4 | $117K | Buy |
|
|||||
|
2022
Q3 | $108K | Buy |
|
|||||
|
2022
Q2 | $58K | Hold |
|
|||||
|
2022
Q1 | $68K | Sell |
|
|||||
|
2021
Q4 | $83K | Hold |
|
|||||
|
2021
Q3 | $70K | Buy |
|