E&G Advisors’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 | $215K | Sell |
|
|||||
|
2025
Q2 | $290K | Sell |
|
|||||
|
2025
Q1 | $327K | Hold |
|
|||||
|
2024
Q4 | $374K | Sell |
|
|||||
|
2024
Q3 | $418K | Hold |
|
|||||
|
2024
Q2 | $420K | Hold |
|
|||||
|
2024
Q1 | $456K | Hold |
|
|||||
|
2023
Q4 | $483K | Sell |
|
|||||
|
2023
Q3 | $491K | Buy |
|
|||||
|
2023
Q2 | $549K | Hold |
|
|||||
|
2023
Q1 | $594K | Hold |
|
|||||
|
2022
Q4 | $532K | Hold |
|
|||||
|
2022
Q3 | $495K | Sell |
|
|||||
|
2022
Q2 | $577K | Hold |
|
|||||
|
2022
Q1 | $678K | Hold |
|
|||||
|
2021
Q4 | $678K | Sell |
|
|||||
|
2021
Q3 | $594K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $529K | Buy |
|
|||||
|
2020
Q4 | $513K | Hold |
|
|||||
|
2020
Q3 | $507K | Buy |
|
|||||
|
2020
Q2 | $334K | Hold |
|
|||||
|
2020
Q1 | $280K | Hold |
|
|||||
|
2019
Q4 | $351K | Hold |
|
|||||
|
2019
Q3 | $359K | Hold |
|
|||||
|
2019
Q2 | $310K | Sell |
|
|||||
|
2019
Q1 | $338K | Sell |
|
|||||
|
2018
Q4 | $556K | Sell |
|
|||||
|
2018
Q3 | $674K | Buy |
|
|||||
|
2018
Q2 | $606K | Buy |
|
|||||
|
2018
Q1 | $523K | Buy |
|
|||||
|
2017
Q4 | $381K | Buy |
|