JNBA Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $31.7K | Buy |
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|
2025
Q2 | $36.3K | Sell |
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|
2025
Q1 | $59.2K | Buy |
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|
2024
Q4 | $57.3K | Hold |
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|
2024
Q3 | $61.9K | Hold |
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|
2024
Q2 | $62.2K | Hold |
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|
2024
Q1 | $67.5K | Sell |
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|
2023
Q4 | $92.5K | Sell |
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|
2023
Q3 | $95.4K | Buy |
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|
2023
Q2 | $108K | Buy |
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|
2023
Q1 | $109K | Buy |
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|
2022
Q4 | $94.6K | Hold |
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|
2022
Q3 | $88K | Sell |
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|
2022
Q2 | $124K | Hold |
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|
2022
Q1 | $145K | Sell |
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|
2021
Q4 | $165K | Buy |
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|
2021
Q3 | $127K | Sell |
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|
2021
Q2 | $150K | Buy |
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|
2021
Q1 | $119K | Buy |
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|
2020
Q4 | $59K | Hold |
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|
2020
Q3 | $59K | Sell |
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|
2020
Q2 | $42K | Hold |
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|
2020
Q1 | $35K | Buy |
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|
2019
Q4 | $41K | Hold |
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|
2019
Q3 | $42K | Sell |
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|
2019
Q2 | $43K | Buy |
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|
2019
Q1 | $41K | Sell |
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|
2018
Q4 | $39K | Sell |
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|
2018
Q3 | $530K | Buy |
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|
2018
Q2 | $44K | Sell |
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|
2018
Q1 | $1.19M | Hold |
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|
2017
Q4 | $1.36M | Hold |
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|
2017
Q3 | $1.37M | Hold |
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|
2017
Q2 | $1.26M | Hold |
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|
2017
Q1 | $1.22M | Sell |
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|
2016
Q4 | $1.31M | Sell |
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|
2016
Q3 | $12.9M | Buy |
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|
2016
Q2 | $2.13M | Buy |
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|
2016
Q1 | $81K | Hold |
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|
2015
Q4 | $74K | Hold |
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|
2015
Q3 | $76K | Sell |
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|
2015
Q2 | $99K | Hold |
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|
2015
Q1 | $99K | Sell |
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|
2014
Q4 | $197K | Hold |
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|
2014
Q3 | $174K | Sell |
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|
2014
Q2 | $232K | Hold |
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|
2014
Q1 | $220K | Sell |
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|
2013
Q4 | $321K | Sell |
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|
2013
Q3 | $294K | Buy |
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|
2013
Q2 | $264K | Buy |
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