Financial Perspectives’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 | $21.3K | Buy |
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|
2025
Q2 | $25.6K | Hold |
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|
2025
Q1 | $27.9K | Sell |
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|
2024
Q4 | $37K | Hold |
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|
2024
Q3 | $39.9K | Hold |
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|
2024
Q2 | $40.1K | Hold |
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|
2024
Q1 | $43.5K | Hold |
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|
2023
Q4 | $46.1K | Hold |
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|
2023
Q3 | $45.7K | Hold |
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|
2023
Q2 | $52.5K | Hold |
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|
2023
Q1 | $56.8K | Hold |
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|
2022
Q4 | $50.9K | Hold |
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|
2022
Q3 | $47.3K | Hold |
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|
2022
Q2 | $53.5K | Hold |
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|
2022
Q1 | $62.8K | Hold |
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|
2021
Q4 | $62.8K | Hold |
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|
2021
Q3 | $53.4K | Hold |
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|
2021
Q2 | $60.9K | Sell |
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|
2021
Q1 | $293K | Buy |
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|
2020
Q4 | $49.3K | Buy |
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|
2020
Q3 | $42.2K | Hold |
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|
2020
Q2 | $28.1K | Hold |
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|
2020
Q1 | $23.6K | Hold |
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|
2019
Q4 | $29.6K | Buy |
|