Independent Solutions 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.6M | Buy |
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|
2024
Q1 | $1.68M | Buy |
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|
2023
Q4 | $616K | Sell |
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|
2023
Q3 | $1.04M | Sell |
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|
2023
Q2 | $1.57M | Buy |
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|
2023
Q1 | $257K | Sell |
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|
2022
Q4 | $234K | Hold |
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|
2022
Q3 | $217K | Buy |
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|
2022
Q2 | $223K | Buy |
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|
2022
Q1 | $208K | Buy |
|