CreativeOne Wealth’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 | $2.39M | Buy |
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|
2025
Q2 | $2.77M | Buy |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.82M | Sell |
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|
2024
Q3 | $1.98M | Buy |
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|
2024
Q2 | $1.62M | Sell |
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|
2024
Q1 | $2M | Buy |
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|
2023
Q4 | $1.37M | Buy |
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|
2023
Q3 | $1.22M | Sell |
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|
2023
Q2 | $2.74M | Buy |
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|
2023
Q1 | $2.62M | Buy |
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|
2022
Q4 | $1.86M | Buy |
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|
2022
Q3 | $1.53M | Buy |
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|
2022
Q2 | $1.44M | Buy |
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|
2022
Q1 | $1.59M | Buy |
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|
2021
Q4 | $1.56M | Buy |
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|
2021
Q3 | $1.22M | Buy |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.05M | Sell |
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|
2020
Q4 | $1.07M | Buy |
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|
2020
Q3 | $660K | Sell |
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|
2020
Q2 | $454K | Buy |
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|
2020
Q1 | $361K | Sell |
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|
2019
Q4 | $458K | Buy |
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|
2019
Q3 | $467K | Hold |
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|
2019
Q2 | $403K | Buy |
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|
2019
Q1 | $428K | Hold |
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|
2018
Q4 | $373K | Buy |
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|
2018
Q3 | $445K | Hold |
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|
2018
Q2 | $405K | Hold |
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|
2018
Q1 | $399K | Buy |
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