Kestra Private Wealth Services’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 | $5.58M | Sell |
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|
2025
Q1 | $6.33M | Sell |
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|
2024
Q4 | $9.94M | Buy |
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|
2024
Q3 | $9.8M | Sell |
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|
2024
Q2 | $10.4M | Sell |
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|
2024
Q1 | $12.2M | Buy |
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|
2023
Q4 | $12.6M | Sell |
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|
2023
Q3 | $12.8M | Buy |
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|
2023
Q2 | $13.3M | Buy |
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|
2023
Q1 | $13.5M | Buy |
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|
2022
Q4 | $10.5M | Buy |
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|
2022
Q3 | $8.91M | Buy |
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|
2022
Q2 | $9.47M | Buy |
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|
2022
Q1 | $9.54M | Sell |
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|
2021
Q4 | $9.92M | Sell |
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|
2021
Q3 | $8.48M | Buy |
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|
2021
Q2 | $8.72M | Buy |
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|
2021
Q1 | $6.34M | Sell |
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|
2020
Q4 | $6.75M | Buy |
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|
2020
Q3 | $6.07M | Buy |
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