Encompass Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $427K | Hold |
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|
2024
Q2 | $429K | Sell |
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|
2024
Q1 | $871K | Buy |
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|
2023
Q4 | $498K | Buy |
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|
2023
Q3 | $240K | Sell |
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|
2023
Q2 | $285K | Hold |
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|
2023
Q1 | $309K | Sell |
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|
2022
Q4 | $332K | Hold |
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|
2022
Q3 | $308K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $333K | Buy |
|