Foundations Investment 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 | $1.68M | Buy |
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|
2025
Q2 | $1.96M | Buy |
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|
2025
Q1 | $1.87M | Sell |
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|
2024
Q4 | $2.15M | Buy |
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|
2024
Q3 | $2.16M | Buy |
|
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|
2024
Q2 | $1.94M | Buy |
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|
2024
Q1 | $1.6M | Sell |
|
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|
2023
Q4 | $1.78M | Sell |
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|
2023
Q3 | $4.43M | Buy |
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|
2023
Q2 | $5.08M | Buy |
|
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|
2023
Q1 | $5.25M | Buy |
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|
2022
Q4 | $3.54M | Buy |
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|
2022
Q3 | $1.26M | Buy |
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|
2022
Q2 | $880K | Buy |
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|
2022
Q1 | $778K | Buy |
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|
2021
Q4 | $775K | Sell |
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|
2021
Q3 | $775K | Buy |
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|
2021
Q2 | $891K | Buy |
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|
2021
Q1 | $456K | Buy |
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|
2020
Q4 | $232K | Buy |
|