Emerald 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
Q4 | $801K | Buy |
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|
2025
Q3 | $572K | Sell |
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|
2025
Q2 | $802K | Buy |
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|
2025
Q1 | $802K | Buy |
|
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|
2024
Q4 | $786K | Buy |
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|
2024
Q3 | $783K | Buy |
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|
2024
Q2 | $722K | Buy |
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|
2024
Q1 | $561K | Buy |
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|
2023
Q4 | $494K | Sell |
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|
2023
Q3 | $610K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $288K | Buy |
|