J.W. Cole 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $17.6M | Sell |
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|
2025
Q3 | $15.4M | Buy |
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|
2025
Q2 | $18.5M | Buy |
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|
2025
Q1 | $19.7M | Buy |
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|
2024
Q4 | $9.15M | Sell |
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|
2024
Q3 | $9.94M | Sell |
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|
2024
Q2 | $11.1M | Buy |
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|
2024
Q1 | $10.7M | Sell |
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|
2023
Q4 | $11.4M | Buy |
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|
2023
Q3 | $10.9M | Buy |
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|
2023
Q2 | $12.4M | Buy |
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|
2023
Q1 | $13.5M | Sell |
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|
2022
Q4 | $12.1M | Buy |
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|
2022
Q3 | $11M | Buy |
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|
2022
Q2 | $12.4M | Sell |
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|
2022
Q1 | $14.6M | Buy |
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|
2021
Q4 | $14.6M | Sell |
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|
2021
Q3 | $12.4M | Sell |
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|
2021
Q2 | $14.4M | Buy |
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|
2021
Q1 | $11.6M | Sell |
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|
2020
Q4 | $11.7M | Sell |
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|
2020
Q3 | $19.2M | Buy |
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|
2020
Q2 | $7.26M | Buy |
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|
2020
Q1 | $5.68M | Sell |
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|
2019
Q4 | $7.73M | Buy |
|