Founders Financial Alliance’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 | $249K | Sell |
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|
2025
Q1 | $641K | Buy |
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|
2024
Q4 | $647K | Sell |
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|
2024
Q3 | $716K | Buy |
|
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|
2024
Q2 | $691K | Buy |
|
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|
2024
Q1 | $735K | Sell |
|
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|
2023
Q4 | $878K | Buy |
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|
2023
Q3 | $843K | Sell |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $1.01M | Sell |
|
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|
2022
Q4 | $971K | Sell |
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|
2022
Q3 | $995K | Buy |
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|
2022
Q2 | $933K | Sell |
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|
2022
Q1 | $1.34M | Sell |
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|
2021
Q4 | $1.46M | Buy |
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|
2021
Q3 | $1.12M | Sell |
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|
2021
Q2 | $1.31M | Buy |
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|
2021
Q1 | $1.27M | Buy |
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|
2020
Q4 | $944K | Buy |
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|
2020
Q3 | $802K | Buy |
|