Jackson Grant Investment Advisers’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 | $23.9K | Hold |
|
|||||
|
2025
Q1 | $26.1K | Hold |
|
|||||
|
2024
Q4 | $29.9K | Hold |
|
|||||
|
2024
Q3 | $32.3K | Hold |
|
|||||
|
2024
Q2 | $32.4K | Hold |
|
|||||
|
2024
Q1 | $35.2K | Sell |
|
|||||
|
2023
Q4 | $43.7K | Hold |
|
|||||
|
2023
Q3 | $43.3K | Hold |
|
|||||
|
2023
Q2 | $49.8K | Hold |
|
|||||
|
2023
Q1 | $53.9K | Buy |
|
|||||
|
2022
Q4 | $41.2K | Hold |
|
|||||
|
2022
Q3 | $38K | Hold |
|
|||||
|
2022
Q2 | $43K | Buy |
|
|||||
|
2022
Q1 | $49K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $55K | Hold |
|
|||||
|
2021
Q2 | $62K | Hold |
|
|||||
|
2021
Q1 | $51K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $4K | Hold |
|
|||||
|
2019
Q1 | $4K | Buy |
|