Fortis Group 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
Q2 | $25.2K | Sell |
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|
2025
Q1 | $271K | Hold |
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|
2024
Q4 | $310K | Sell |
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|
2024
Q3 | $336K | Buy |
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|
2024
Q2 | $337K | Buy |
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|
2024
Q1 | $366K | Sell |
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|
2023
Q4 | $509K | Buy |
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|
2023
Q3 | $469K | Buy |
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|
2023
Q2 | $396K | Sell |
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|
2023
Q1 | $399K | Buy |
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|
2020
Q3 | $702K | Buy |
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