Key Client Fiduciary 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
$237K Buy
2024
Q4
Sell
2024
Q3
$204K Sell
2024
Q2
$209K Buy
2024
Q1
$219K Sell
2023
Q4
$265K Sell
2023
Q3
$276K Buy
2023
Q2
$317K Buy
2023
Q1
$337K Buy
2022
Q4
$296K Buy
2022
Q1
Sell
2021
Q4
$719K Buy