Jeppson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $267K | Buy |
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|
2025
Q2 | $290K | Sell |
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|
2025
Q1 | $434K | Buy |
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|
2024
Q4 | $349K | Sell |
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|
2024
Q3 | $383K | Buy |
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|
2024
Q2 | $358K | Sell |
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|
2024
Q1 | $410K | Sell |
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|
2023
Q4 | $470K | Sell |
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|
2023
Q3 | $585K | Sell |
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|
2023
Q2 | $785K | Buy |
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|
2023
Q1 | $733K | Hold |
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|
2022
Q4 | $657K | Sell |
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|
2022
Q3 | $647K | Buy |
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|
2022
Q2 | $712K | Buy |
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|
2022
Q1 | $642K | Sell |
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|
2021
Q4 | $662K | Hold |
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|
2021
Q3 | $562K | Buy |
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|
2021
Q2 | $619K | Sell |
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|
2021
Q1 | $507K | Hold |
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|
2020
Q4 | $503K | Sell |
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|
2020
Q3 | $498K | Buy |
|