Geneos Wealth Management’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 | $1.52M | Buy |
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|
2025
Q2 | $1.74M | Sell |
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|
2025
Q1 | $2.23M | Buy |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.24M | Buy |
|
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|
2024
Q2 | $616K | Sell |
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|
2024
Q1 | $676K | Buy |
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|
2023
Q4 | $699K | Sell |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $1.05M | Buy |
|
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|
2023
Q1 | $813K | Sell |
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|
2022
Q4 | $917K | Buy |
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|
2022
Q3 | $822K | Sell |
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|
2022
Q2 | $2.36M | Buy |
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|
2022
Q1 | $2.69M | Buy |
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|
2021
Q4 | $2.47M | Buy |
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|
2021
Q3 | $2.05M | Sell |
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|
2021
Q2 | $2.43M | Sell |
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|
2021
Q1 | $2.96M | Sell |
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|
2020
Q4 | $2.01M | Buy |
|
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|
2020
Q3 | $1.7M | Sell |
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|
2020
Q2 | $1.39M | Buy |
|
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|
2020
Q1 | $1.24M | Buy |
|
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|
2019
Q4 | $1.47M | Buy |
|
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|
2019
Q3 | $1.37M | Sell |
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|
2019
Q2 | $1.25M | Sell |
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|
2019
Q1 | $1.37M | Buy |
|
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|
2018
Q4 | $1.18M | Sell |
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|
2018
Q3 | $1.67M | Buy |
|
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|
2018
Q2 | $1.38M | Buy |
|
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|
2018
Q1 | $1.31M | Buy |
|
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|
2017
Q4 | $1.38M | Buy |
|
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|
2017
Q3 | $1.31M | Buy |
|
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|
2017
Q2 | $1.19M | Sell |
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|
2017
Q1 | $1.17M | Sell |
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|
2016
Q4 | $1.43M | Sell |
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|
2016
Q3 | $1.45M | Sell |
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|
2016
Q2 | $1.57M | Sell |
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|
2016
Q1 | $1.59M | Buy |
|