Herold 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 | $507K | Buy |
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|
2025
Q1 | $398K | Buy |
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|
2024
Q4 | $342K | Sell |
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|
2024
Q3 | $402K | Buy |
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|
2024
Q2 | $285K | Buy |
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|
2024
Q1 | $276K | Sell |
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|
2023
Q4 | $857K | Sell |
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|
2023
Q3 | $990K | Buy |
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|
2023
Q2 | $1M | Buy |
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|
2023
Q1 | $965K | Buy |
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|
2022
Q4 | $475K | Buy |
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|
2022
Q3 | $279K | Sell |
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|
2022
Q2 | $333K | Buy |
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|
2022
Q1 | $346K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $124K | Buy |
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