Laurel Wealth Advisors (North Carolina)’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 | $24.8M | Buy |
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|
2025
Q1 | $2.37M | Buy |
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|
2024
Q4 | $2.47M | Buy |
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|
2024
Q3 | $2.57M | Sell |
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|
2024
Q2 | $2.63M | Sell |
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|
2024
Q1 | $3.13M | Sell |
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|
2023
Q4 | $3.41M | Sell |
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|
2023
Q3 | $3.57M | Sell |
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|
2023
Q2 | $4.3M | Sell |
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|
2023
Q1 | $4.79M | Buy |
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|
2022
Q4 | $4.01M | Sell |
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|
2022
Q3 | $3.73M | Sell |
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|
2022
Q2 | $4.23M | Buy |
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|
2022
Q1 | $4.43M | Sell |
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|
2021
Q4 | $4.48M | Buy |
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|
2021
Q3 | $3.79M | Sell |
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|
2021
Q2 | $4.35M | Buy |
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|
2021
Q1 | $3.48M | Buy |
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|
2020
Q4 | $3.42M | Sell |
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|
2020
Q3 | $3.47M | Sell |
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|
2020
Q2 | $2.36M | Sell |
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|
2020
Q1 | $2.08M | Buy |
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|
2019
Q4 | $1.88M | Buy |
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|
2019
Q3 | $1.89M | Buy |
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|
2019
Q2 | $1.63M | Sell |
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|
2019
Q1 | $1.77M | Sell |
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|
2018
Q4 | $1.56M | Buy |
|