Defined Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $365K | Sell |
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|
2024
Q3 | $398K | Sell |
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|
2024
Q2 | $467K | Sell |
|
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|
2024
Q1 | $533K | Sell |
|
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|
2023
Q4 | $565K | Buy |
|
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|
2023
Q3 | $555K | Hold |
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|
2023
Q2 | $638K | Buy |
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|
2023
Q1 | $690K | Hold |
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|
2022
Q4 | $618K | Hold |
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|
2022
Q3 | $574K | Hold |
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|
2022
Q2 | $649K | Hold |
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|
2022
Q1 | $763K | Hold |
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|
2021
Q4 | $762K | Hold |
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|
2021
Q3 | $648K | Buy |
|
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|
2021
Q2 | $733K | Hold |
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|
2021
Q1 | $599K | Hold |
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|
2020
Q4 | $594K | Buy |
|