EverSource 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
Q2 | $677K | Buy |
|
|||||
|
2025
Q1 | $460K | Buy |
|
|||||
|
2024
Q4 | $490K | Buy |
|
|||||
|
2024
Q3 | $478K | Sell |
|
|||||
|
2024
Q2 | $508K | Sell |
|
|||||
|
2024
Q1 | $588K | Buy |
|
|||||
|
2023
Q4 | $626K | Buy |
|
|||||
|
2023
Q3 | $598K | Sell |
|
|||||
|
2023
Q2 | $744K | Sell |
|
|||||
|
2023
Q1 | $926K | Sell |
|
|||||
|
2022
Q4 | $841K | Sell |
|
|||||
|
2022
Q3 | $1.41M | Buy |
|
|||||
|
2022
Q2 | $822K | Buy |
|
|||||
|
2022
Q1 | $873K | Buy |
|
|||||
|
2021
Q4 | $758K | Buy |
|