Forvis Mazars Wealth 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
Q3 | $456K | Sell |
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|
2025
Q2 | $652K | Sell |
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|
2025
Q1 | $730K | Sell |
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|
2024
Q4 | $872K | Sell |
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|
2024
Q3 | $966K | Sell |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.33M | Sell |
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|
2023
Q3 | $1.6M | Sell |
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|
2023
Q2 | $1.91M | Sell |
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|
2023
Q1 | $2.12M | Sell |
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|
2022
Q4 | $1.91M | Buy |
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|
2022
Q3 | $1.75M | Buy |
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|
2022
Q2 | $1.95M | Buy |
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|
2022
Q1 | $2.21M | Sell |
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|
2021
Q4 | $2.24M | Buy |
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|
2021
Q3 | $1.89M | Buy |
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|
2021
Q2 | $2.08M | Sell |
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|
2021
Q1 | $1.75M | Sell |
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|
2020
Q4 | $2.19M | Buy |
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|
2020
Q3 | $2.12M | Sell |
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|
2020
Q2 | $1.48M | Sell |
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|
2020
Q1 | $1.7M | Sell |
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|
2019
Q4 | $3.03M | Sell |
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|
2019
Q3 | $3.22M | Buy |
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|
2019
Q2 | $2.04M | Buy |
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|
2019
Q1 | $2.2M | Buy |
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|
2018
Q4 | $1.04M | Sell |
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|
2018
Q3 | $2.15M | Buy |
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|
2018
Q2 | $1.85M | Buy |
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|
2018
Q1 | $293K | Sell |
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|
2017
Q4 | $691K | Sell |
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|
2017
Q3 | $703K | Buy |
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|
2017
Q2 | $602K | Buy |
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|
2017
Q1 | $389K | Buy |
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|
2016
Q4 | $254K | Buy |
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|
2016
Q3 | $215K | Buy |
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