Eads & Heald 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 | $257K | Sell |
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|
2024
Q3 | $472K | Buy |
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|
2024
Q2 | $467K | Sell |
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|
2024
Q1 | $665K | Sell |
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|
2023
Q4 | $857K | Buy |
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|
2023
Q3 | $743K | Sell |
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|
2023
Q2 | $864K | Sell |
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|
2023
Q1 | $992K | Sell |
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|
2022
Q4 | $891K | Hold |
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|
2022
Q3 | $828K | Buy |
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|
2022
Q2 | $902K | Buy |
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|
2022
Q1 | $977K | Sell |
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|
2021
Q4 | $994K | Buy |
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|
2021
Q3 | $819K | Hold |
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|
2021
Q2 | $935K | Sell |
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|
2021
Q1 | $909K | Sell |
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|
2020
Q4 | $950K | Sell |
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|
2020
Q3 | $1.01M | Sell |
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|
2020
Q2 | $1M | Sell |
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|
2020
Q1 | $853K | Buy |
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|
2019
Q4 | $951K | Buy |
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|
2019
Q3 | $221K | Buy |
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