Financial Advocates Investment Management’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 | – | Sell |
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|
2025
Q2 | $1.17M | Buy |
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|
2025
Q1 | $1.19M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.12M | Buy |
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|
2024
Q2 | $530K | Sell |
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|
2024
Q1 | $868K | Buy |
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|
2023
Q4 | $903K | Sell |
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|
2023
Q3 | $908K | Sell |
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|
2023
Q2 | $1.29M | Buy |
|
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|
2023
Q1 | $1.15M | Buy |
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|
2022
Q4 | $1.01M | Buy |
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|
2022
Q3 | $477K | Sell |
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|
2022
Q2 | $1.12M | Sell |
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|
2022
Q1 | $1.37M | Sell |
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|
2021
Q4 | $8.21M | Buy |
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|
2021
Q3 | $1.38M | Sell |
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|
2021
Q2 | $1.68M | Sell |
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|
2021
Q1 | $1.43M | Sell |
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|
2020
Q4 | $1.44M | Buy |
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|
2020
Q3 | $957K | Buy |
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|
2020
Q2 | $532K | Sell |
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|
2020
Q1 | $507K | Buy |
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