Equitable Trust’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
$335K Sell
2025
Q1
$689K Buy
2024
Q4
$622K Hold
2024
Q3
$672K Buy
2024
Q2
$637K Buy
2024
Q1
$301K Buy
2023
Q3
Sell
2023
Q2
$208K Hold
2023
Q1
$225K Buy
2022
Q2
Sell
2022
Q1
$272K Buy