Concord Wealth Partners’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
Q3 | $97.8K | Sell |
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|
2025
Q2 | $157K | Buy |
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|
2025
Q1 | $114K | Sell |
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|
2024
Q4 | $186K | Sell |
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|
2024
Q3 | $952K | Sell |
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|
2024
Q2 | $1.84M | Buy |
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|
2024
Q1 | $1.96M | Buy |
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|
2023
Q4 | $1.49M | Buy |
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|
2023
Q3 | $1.38M | Buy |
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|
2023
Q2 | $1.03M | Buy |
|
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|
2023
Q1 | $833K | Buy |
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|
2022
Q4 | $564K | Sell |
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|
2022
Q3 | $604K | Sell |
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|
2022
Q2 | $683K | Sell |
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|
2022
Q1 | $834K | Buy |
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|
2021
Q4 | $813K | Buy |
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|
2021
Q3 | $302K | Sell |
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|
2021
Q2 | $577K | Sell |
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|
2021
Q1 | $515K | Buy |
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|
2020
Q4 | $255K | Buy |
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