Integrated Wealth Concepts’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 | $5.43M | Buy |
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|
2025
Q1 | $5.22M | Sell |
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|
2024
Q4 | $6.7M | Buy |
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|
2024
Q3 | $6.57M | Buy |
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|
2024
Q2 | $6.5M | Sell |
|
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|
2024
Q1 | $8.53M | Sell |
|
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|
2023
Q4 | $9.23M | Sell |
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|
2023
Q3 | $9.48M | Sell |
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|
2023
Q2 | $11.8M | Buy |
|
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|
2023
Q1 | $12.6M | Buy |
|
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|
2022
Q4 | $6M | Buy |
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|
2022
Q3 | $2.45M | Buy |
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|
2022
Q2 | $2.59M | Buy |
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|
2022
Q1 | $2.76M | Buy |
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|
2021
Q4 | $2.32M | Buy |
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|
2021
Q3 | $1.8M | Buy |
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|
2021
Q2 | $1.8M | Buy |
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|
2021
Q1 | $1.47M | Buy |
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|
2020
Q4 | $956K | Buy |
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|
2020
Q3 | $822K | Sell |
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|
2020
Q2 | $553K | Sell |
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|
2020
Q1 | $533K | Buy |
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|
2019
Q4 | $637K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $203K | Buy |
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|
2019
Q1 | $202K | Buy |
|