Foster Victor 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 | $248K | Sell |
|
|||||
|
2025
Q2 | $340K | Sell |
|
|||||
|
2025
Q1 | $420K | Sell |
|
|||||
|
2024
Q4 | $566K | Hold |
|
|||||
|
2024
Q3 | $580K | Buy |
|
|||||
|
2024
Q2 | $506K | Buy |
|
|||||
|
2024
Q1 | $223K | Sell |
|
|||||
|
2023
Q4 | $4.73M | Buy |
|
|||||
|
2023
Q3 | $4.27M | Buy |
|
|||||
|
2023
Q2 | $4.75M | Buy |
|
|||||
|
2023
Q1 | $4.74M | Buy |
|
|||||
|
2022
Q4 | $4.22M | Buy |
|
|||||
|
2022
Q3 | $3.6M | Buy |
|
|||||
|
2022
Q2 | $3.56M | Buy |
|
|||||
|
2022
Q1 | $3.04M | Buy |
|
|||||
|
2021
Q4 | $2.86M | Buy |
|
|||||
|
2021
Q3 | $2.29M | Buy |
|
|||||
|
2021
Q2 | $2.48M | Sell |
|
|||||
|
2021
Q1 | $2.16M | Buy |
|
|||||
|
2020
Q4 | $1.82M | Buy |
|
|||||
|
2020
Q3 | $1.73M | Sell |
|
|||||
|
2020
Q2 | $1.51M | Buy |
|
|||||
|
2020
Q1 | $1.12M | Buy |
|
|||||
|
2019
Q4 | $1.12M | Buy |
|
|||||
|
2019
Q3 | $900K | Buy |
|
|||||
|
2019
Q2 | $530K | Sell |
|
|||||
|
2019
Q1 | $764K | Buy |
|
|||||
|
2018
Q4 | $611K | Buy |
|