Horst & Graben 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 | $1.11M | Buy |
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|
2025
Q2 | $1.34M | Buy |
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|
2025
Q1 | $1.45M | Sell |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1.81M | Sell |
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|
2024
Q2 | $1.86M | Sell |
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|
2024
Q1 | $2.04M | Sell |
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|
2023
Q4 | $2.17M | Buy |
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|
2023
Q3 | $2.15M | Buy |
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|
2023
Q2 | $2.47M | Buy |
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|
2023
Q1 | $2.67M | Buy |
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|
2022
Q4 | $2.39M | Buy |
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|
2022
Q3 | $2.22M | Buy |
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|
2022
Q2 | $2.51M | Buy |
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|
2022
Q1 | $2.94M | Hold |
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|
2021
Q4 | $2.94M | Buy |
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|
2021
Q3 | $2.5M | Hold |
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|
2021
Q2 | $2.85M | Buy |
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|
2021
Q1 | $2.33M | Buy |
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|
2020
Q4 | $2.28M | Hold |
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|
2020
Q3 | $2.25M | Sell |
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|
2020
Q2 | $1.52M | Hold |
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|
2020
Q1 | $1.28M | Buy |
|