LBMC Investment 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
Q1 | – | Sell |
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|
2024
Q4 | $219K | Buy |
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|
2024
Q3 | $232K | Buy |
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|
2024
Q2 | $230K | Buy |
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|
2024
Q1 | $247K | Buy |
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|
2023
Q4 | $259K | Buy |
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|
2023
Q3 | $218K | Buy |
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|
2023
Q2 | $248K | Buy |
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|
2023
Q1 | $266K | Buy |
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|
2022
Q4 | $237K | Buy |
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|
2022
Q3 | $218K | Buy |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $292K | Buy |
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|
2021
Q4 | $290K | Sell |
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|
2021
Q3 | $245 | Buy |
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|
2021
Q2 | $279K | Buy |
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|
2021
Q1 | $227K | Sell |
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|
2020
Q4 | $228K | Buy |
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|
2020
Q3 | $214K | Buy |
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