Fort Sheridan 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
Q1 | – | Sell |
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|
2024
Q4 | $206K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $207K | Buy |
|
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|
2024
Q1 | $208K | Hold |
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|
2023
Q4 | $220K | Hold |
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|
2023
Q3 | $218K | Sell |
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|
2023
Q2 | $296K | Hold |
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|
2023
Q1 | $320K | Hold |
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|
2022
Q4 | $287K | Sell |
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|
2022
Q3 | $291K | Hold |
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|
2022
Q2 | $329K | Sell |
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|
2022
Q1 | $515K | Sell |
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|
2021
Q4 | $527K | Hold |
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|
2021
Q3 | $448K | Buy |
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|
2021
Q2 | $348K | Sell |
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|
2021
Q1 | $333K | Buy |
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|
2020
Q4 | $204K | Buy |
|