Forum Financial 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
Q3 | $328K | Sell |
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|
2025
Q2 | $530K | Sell |
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|
2025
Q1 | $603K | Buy |
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|
2024
Q4 | $535K | Buy |
|
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|
2024
Q3 | $412K | Hold |
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|
2024
Q2 | $413K | Buy |
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|
2024
Q1 | $425K | Buy |
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|
2023
Q4 | $448K | Sell |
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|
2023
Q3 | $746K | Sell |
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|
2023
Q2 | $859K | Buy |
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|
2023
Q1 | $843K | Buy |
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|
2022
Q4 | $738K | Buy |
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|
2022
Q3 | $658K | Buy |
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|
2022
Q2 | $710K | Sell |
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|
2022
Q1 | $877K | Buy |
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|
2021
Q4 | $778K | Buy |
|