Elevated Capital 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
Q2
$533K Hold
2025
Q1
$533K Sell
2024
Q4
$612K Buy
2024
Q3
$605K Buy
2024
Q2
$557K Buy
2024
Q1
$517K Buy
2023
Q4
$494K Buy
2023
Q3
$416K Buy
2023
Q2
$469K Buy
2023
Q1
$471K Buy
2022
Q4
$415K Buy
2019
Q4
$364K Buy
2019
Q1
$676K Buy