First Affirmative Financial Network’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
Q1
$343K Sell
2024
Q4
$422K Sell
2024
Q3
$496K Buy
2024
Q2
$489K Buy
2024
Q1
$526K Sell
2023
Q4
$564K Sell
2023
Q3
$566K Sell
2023
Q2
$692K Buy
2023
Q1
$733K Sell
2022
Q4
$688K Sell
2022
Q3
$677K Sell
2022
Q2
$829K Sell
2022
Q1
$1.16M Buy
2021
Q4
$1.11M Sell
2021
Q3
$966K Buy