Evoke Wealth’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 | $573K | Buy |
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|
2025
Q1 | $303K | Buy |
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|
2024
Q4 | $303K | Buy |
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|
2024
Q3 | $260K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $310K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $319K | Buy |
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|
2023
Q2 | $352K | Buy |
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|
2023
Q1 | $372K | Sell |
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|
2022
Q4 | $344K | Sell |
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|
2022
Q3 | $438K | Buy |
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|
2022
Q2 | $485K | Sell |
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|
2022
Q1 | $706K | Sell |
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|
2021
Q4 | $750K | Buy |
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|
2021
Q3 | $618K | Sell |
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|
2021
Q2 | $709K | Buy |
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|
2021
Q1 | $563K | Buy |
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|
2020
Q4 | $233K | Hold |
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|
2020
Q3 | $231K | Buy |
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|
2020
Q2 | $148K | Sell |
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|
2020
Q1 | $160K | Sell |
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|
2019
Q4 | $288K | Sell |
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|
2019
Q3 | $356K | Buy |
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