FRG Family 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
Q2 | $329K | Buy |
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|
2025
Q1 | $357K | Sell |
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|
2024
Q4 | $427K | Hold |
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|
2024
Q3 | $462K | Sell |
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|
2024
Q2 | $529K | Hold |
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|
2024
Q1 | $627K | Sell |
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|
2023
Q4 | $742K | Hold |
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|
2023
Q3 | $736K | Sell |
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|
2023
Q2 | $911K | Hold |
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|
2023
Q1 | $985K | Sell |
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|
2022
Q4 | $922K | Sell |
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|
2022
Q3 | $877K | Sell |
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|
2022
Q2 | $1M | Hold |
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|
2022
Q1 | $1.18M | Hold |
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|
2021
Q4 | $1.18M | Hold |
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|
2021
Q3 | $998K | Sell |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $908K | Buy |
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|
2020
Q4 | $820K | Sell |
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|
2020
Q3 | $838K | Sell |
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|
2020
Q2 | $561K | Sell |
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|
2020
Q1 | $529K | Sell |
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|
2019
Q4 | $725K | Sell |
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|
2019
Q3 | $862K | Sell |
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|
2019
Q2 | $855K | Sell |
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|
2019
Q1 | $1.1M | Sell |
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|
2018
Q4 | $1.08M | Sell |
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|
2018
Q3 | $1.64M | Buy |
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|
2018
Q2 | $1.47M | Buy |
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|
2018
Q1 | $1.4M | Buy |
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|
2017
Q4 | $1.55M | Buy |
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|
2017
Q3 | $1.39M | Buy |
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|
2017
Q2 | $1.12M | Buy |
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|
2017
Q1 | $1.04M | Hold |
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|
2016
Q4 | $1.12M | Buy |
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|
2016
Q3 | $976K | Hold |
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|
2016
Q2 | $961K | Buy |
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|
2016
Q1 | $914K | Hold |
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|
2015
Q4 | $832K | Buy |
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