KMG Fiduciary Partners’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 | $2.5M | Buy |
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|
2025
Q2 | $2.64M | Buy |
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|
2025
Q1 | $2.88M | Sell |
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|
2024
Q4 | $4.68M | Sell |
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|
2024
Q3 | $6.33M | Buy |
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|
2024
Q2 | $3.59M | Buy |
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|
2024
Q1 | $3.6M | Buy |
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|
2023
Q4 | $3.65M | Sell |
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|
2023
Q3 | $3.87M | Sell |
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|
2023
Q2 | $4.53M | Buy |
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|
2023
Q1 | $4.42M | Buy |
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|
2022
Q4 | $2.97M | Buy |
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|
2022
Q3 | $2.31M | Buy |
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|
2022
Q2 | $2.41M | Buy |
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|
2022
Q1 | $2.45M | Buy |
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|
2021
Q4 | $1.76M | Buy |
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|
2021
Q3 | $1.38M | Sell |
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|
2021
Q2 | $2.37M | Buy |
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|
2021
Q1 | $1.92M | Buy |
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|
2020
Q4 | $1.67M | Buy |
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|
2020
Q3 | $1.25M | Buy |
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