GW Henssler & Associates’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 | – | Sell |
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|
2025
Q1 | $212K | Sell |
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|
2024
Q4 | $415K | Hold |
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|
2024
Q3 | $415K | Buy |
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|
2024
Q2 | $319K | Buy |
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|
2024
Q1 | $344K | Buy |
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|
2023
Q4 | $356K | Hold |
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|
2023
Q3 | $353K | Sell |
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|
2023
Q2 | $407K | Sell |
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|
2023
Q1 | $459K | Buy |
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|
2022
Q4 | $394K | Buy |
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|
2022
Q3 | $342K | Sell |
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|
2022
Q2 | $398K | Sell |
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|
2022
Q1 | $504K | Sell |
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|
2021
Q4 | $643K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $569K | Buy |
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|
2021
Q1 | $389K | Sell |
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|
2020
Q4 | $389K | Buy |
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|
2020
Q3 | $381K | Buy |
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|
2020
Q2 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $250K | Buy |
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|
2019
Q3 | $250K | Sell |
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|
2019
Q2 | $299K | Sell |
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|
2019
Q1 | $376K | Sell |
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|
2018
Q4 | $8.45M | Sell |
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|
2018
Q3 | $10.9M | Buy |
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|
2018
Q2 | $9.72M | Buy |
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|
2018
Q1 | $9.31M | Buy |
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|
2017
Q4 | $10.3M | Buy |
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|
2017
Q3 | $10.2M | Buy |
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|
2017
Q2 | $9.22M | Buy |
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|
2017
Q1 | $8.73M | Buy |
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|
2016
Q4 | $8.84M | Buy |
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|
2016
Q3 | $8.33M | Buy |
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|
2016
Q2 | $7.99M | Buy |
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|
2016
Q1 | $7.51M | Buy |
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|
2015
Q4 | $6.43M | Sell |
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|
2015
Q3 | $6.84M | Buy |
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|
2015
Q2 | $6.19M | Buy |
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|
2015
Q1 | $5.24M | Buy |
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|
2014
Q4 | $5.37M | Buy |
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|
2014
Q3 | $4.5M | Buy |
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|
2014
Q2 | $4.46M | Buy |
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|
2014
Q1 | $4.22M | Buy |
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|
2013
Q4 | $2.8M | Buy |
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|
2013
Q3 | $2.26M | Buy |
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|
2013
Q2 | $1.85M | Buy |
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