Continuum Advisory’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 | $595K | Buy |
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|
2025
Q2 | $717K | Buy |
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|
2025
Q1 | $316K | Sell |
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|
2024
Q4 | $365K | Buy |
|
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|
2024
Q3 | $383K | Sell |
|
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|
2024
Q2 | $433K | Buy |
|
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|
2024
Q1 | $464K | Sell |
|
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|
2023
Q4 | $687K | Buy |
|
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|
2023
Q3 | $636K | Buy |
|
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|
2023
Q2 | $713K | Sell |
|
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|
2023
Q1 | $799K | Buy |
|
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|
2022
Q4 | $699K | Buy |
|
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|
2022
Q3 | $518K | Buy |
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|
2022
Q2 | $509K | Buy |
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|
2022
Q1 | $326K | Buy |
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|
2021
Q4 | $232K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $290K | Buy |
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|
2017
Q3 | $267K | Sell |
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|
2017
Q2 | $256K | Buy |
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|
2017
Q1 | $241K | Buy |
|