Exencial 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 | $1.89M | Buy |
|
|||||
|
2025
Q1 | $1.48M | Sell |
|
|||||
|
2024
Q4 | $1.73M | Sell |
|
|||||
|
2024
Q3 | $1.94M | Sell |
|
|||||
|
2024
Q2 | $2.07M | Sell |
|
|||||
|
2024
Q1 | $2.47M | Sell |
|
|||||
|
2023
Q4 | $2.69M | Buy |
|
|||||
|
2023
Q3 | $2.63M | Sell |
|
|||||
|
2023
Q2 | $3.39M | Buy |
|
|||||
|
2023
Q1 | $3.45M | Buy |
|
|||||
|
2022
Q4 | $2.91M | Buy |
|
|||||
|
2022
Q3 | $2.41M | Buy |
|
|||||
|
2022
Q2 | $2.61M | Sell |
|
|||||
|
2022
Q1 | $3.08M | Sell |
|
|||||
|
2021
Q4 | $3.13M | Buy |
|
|||||
|
2021
Q3 | $2.5M | Buy |
|
|||||
|
2021
Q2 | $2.65M | Sell |
|
|||||
|
2021
Q1 | $2.38M | Buy |
|
|||||
|
2020
Q4 | $2.16M | Sell |
|
|||||
|
2020
Q3 | $4.1M | Buy |
|
|||||
|
2020
Q2 | $1.81M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $262K | Sell |
|
|||||
|
2019
Q3 | $354K | Sell |
|
|||||
|
2019
Q2 | $4.25M | Sell |
|
|||||
|
2019
Q1 | $4.78M | Sell |
|
|||||
|
2018
Q4 | $4.68M | Buy |
|
|||||
|
2018
Q3 | $5.44M | Sell |
|
|||||
|
2018
Q2 | $5.02M | Buy |
|
|||||
|
2018
Q1 | $4.72M | Buy |
|
|||||
|
2017
Q4 | $5.21M | Buy |
|
|||||
|
2017
Q3 | $5.01M | Buy |
|
|||||
|
2017
Q2 | $4.52M | Buy |
|
|||||
|
2017
Q1 | $4.12M | Buy |
|
|||||
|
2016
Q4 | $4.52M | Buy |
|
|||||
|
2016
Q3 | $4.19M | Buy |
|
|||||
|
2016
Q2 | $4.17M | Buy |
|
|||||
|
2016
Q1 | $4M | Buy |
|
|||||
|
2015
Q4 | $3.26M | Buy |
|
|||||
|
2015
Q3 | $3.46M | Buy |
|
|||||
|
2015
Q2 | – | Sell |
|
|||||
|
2015
Q1 | $3.46M | Sell |
|
|||||
|
2014
Q4 | $4.05M | Sell |
|
|||||
|
2014
Q3 | $3.65M | Sell |
|
|||||
|
2014
Q2 | $3.93M | Sell |
|
|||||
|
2014
Q1 | $3.91M | Sell |
|
|||||
|
2013
Q4 | $4.13M | Sell |
|
|||||
|
2013
Q3 | $4.32M | Sell |
|
|||||
|
2013
Q2 | $3.84M | Buy |
|