ForthRight Wealth 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
Q2 | $953K | Hold |
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|
2025
Q1 | $1.04M | Sell |
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|
2024
Q4 | $1.2M | Buy |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.3M | Buy |
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|
2024
Q1 | $1.42M | Sell |
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|
2023
Q4 | $1.52M | Sell |
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|
2023
Q3 | $1.51M | Buy |
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|
2023
Q2 | $1.73M | Sell |
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|
2023
Q1 | $1.92M | Buy |
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|
2022
Q4 | $1.71M | Buy |
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|
2022
Q3 | $1.56M | Hold |
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|
2022
Q2 | $1.76M | Hold |
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|
2022
Q1 | $2.07M | Sell |
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|
2021
Q4 | $2.09M | Hold |
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|
2021
Q3 | $1.78M | Buy |
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|
2021
Q2 | $1.98M | Sell |
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|
2021
Q1 | $1.67M | Buy |
|