IMA Advisory Services’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 | $50.2K | Hold |
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|
2025
Q1 | $54.7K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $67.8K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $22.1K | Hold |
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|
2023
Q2 | $25.5K | Buy |
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|
2023
Q1 | $13.8K | Sell |
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|
2022
Q4 | $24.7K | Hold |
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|
2022
Q3 | $23K | Hold |
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|
2022
Q2 | $26K | Hold |
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|
2022
Q1 | $30K | Hold |
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|
2021
Q4 | $30K | Sell |
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|
2021
Q3 | $28K | Hold |
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|
2021
Q2 | $32K | Hold |
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|
2021
Q1 | $26K | Hold |
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|
2020
Q4 | $26K | Hold |
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|
2020
Q3 | $26K | Buy |
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|
2020
Q2 | $16K | Hold |
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|
2020
Q1 | $13K | Sell |
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|
2019
Q4 | $28K | Buy |
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|
2019
Q3 | $17K | Hold |
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|
2019
Q2 | $15K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $5K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $328K | Sell |
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|
2016
Q3 | $328K | Buy |
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|
2016
Q2 | $308K | Sell |
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|
2016
Q1 | $628K | Buy |
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|
2015
Q4 | $427K | Buy |
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|
2015
Q3 | $388K | Buy |
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|
2015
Q2 | $382K | Sell |
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|
2015
Q1 | $400K | Buy |
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|
2014
Q4 | $456K | Sell |
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|
2014
Q3 | $685K | Buy |
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|
2014
Q2 | $652K | Sell |
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|
2014
Q1 | $726K | Buy |
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|
2013
Q4 | $782K | Sell |
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|
2013
Q3 | $988K | Buy |
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|
2013
Q2 | $876K | Buy |
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