Lantz Financial’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 | $1.41M | Sell |
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|
2025
Q2 | $1.86M | Buy |
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|
2025
Q1 | $1.83M | Sell |
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|
2024
Q4 | $2.12M | Buy |
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|
2024
Q3 | $1.55M | Sell |
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|
2024
Q2 | $2.1M | Sell |
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|
2024
Q1 | $2.3M | Buy |
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|
2023
Q4 | $1.56M | Buy |
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|
2023
Q3 | $762K | Sell |
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|
2023
Q2 | $876K | Sell |
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|
2023
Q1 | $989K | Buy |
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|
2022
Q4 | $808K | Buy |
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|
2022
Q3 | $748K | Buy |
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|
2022
Q2 | $845K | Buy |
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|
2022
Q1 | $893K | Sell |
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|
2021
Q4 | $925K | Hold |
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|
2021
Q3 | $786K | Sell |
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|
2021
Q2 | $986K | Buy |
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