Farther Finance 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
Q3 | $2.06M | Buy |
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|
2025
Q2 | $1.45M | Buy |
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|
2025
Q1 | $1.37M | Buy |
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|
2024
Q4 | $1.27M | Sell |
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|
2024
Q3 | $1.62M | Sell |
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|
2024
Q2 | $1.68M | Buy |
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|
2024
Q1 | $1.44M | Buy |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $429K | Buy |
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|
2023
Q2 | $339K | Buy |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $199K | Buy |
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