Kercheville 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 | $384K | Buy |
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|
2025
Q2 | $333K | Buy |
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|
2025
Q1 | $296K | Buy |
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|
2024
Q4 | $200K | Buy |
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|
2024
Q3 | $210K | Hold |
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|
2024
Q2 | $210K | Hold |
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|
2024
Q1 | $228K | Hold |
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|
2023
Q4 | $242K | Hold |
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|
2023
Q3 | $240K | Hold |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $311K | Hold |
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|
2022
Q4 | $278K | Hold |
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|
2022
Q3 | $259K | Hold |
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|
2022
Q2 | $292K | Hold |
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|
2022
Q1 | $343K | Hold |
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|
2021
Q4 | $343K | Sell |
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|
2021
Q3 | $310K | Hold |
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|
2021
Q2 | $354K | Sell |
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|
2021
Q1 | $306K | Hold |
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|
2020
Q4 | $303K | Buy |
|