ERTS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $255K | Sell |
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|
2024
Q3 | $352K | Sell |
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|
2024
Q2 | $397K | Sell |
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|
2024
Q1 | $451K | Sell |
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|
2023
Q4 | $486K | Sell |
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|
2023
Q3 | $491K | Buy |
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|
2023
Q2 | $550K | Sell |
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|
2023
Q1 | $610K | Sell |
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|
2022
Q4 | $598K | Buy |
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|
2022
Q3 | $548K | Sell |
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|
2022
Q2 | $625K | Sell |
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|
2022
Q1 | $735K | Sell |
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|
2021
Q4 | $760K | Sell |
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|
2021
Q3 | $668K | Sell |
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|
2021
Q2 | $774K | Sell |
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|
2021
Q1 | $658K | Sell |
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|
2020
Q4 | $657K | Sell |
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|
2020
Q3 | $668K | Sell |
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|
2020
Q2 | $453K | Sell |
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|
2020
Q1 | $492K | Buy |
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|
2019
Q4 | $269K | Hold |
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|
2019
Q3 | $276K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $39K | Buy |
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