Legacy 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
Q2 | – | Sell |
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|
2025
Q1 | $1.24M | Sell |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.61M | Sell |
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|
2024
Q2 | $1.61M | Sell |
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|
2024
Q1 | $1.88M | Sell |
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|
2023
Q4 | $2.79M | Sell |
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|
2023
Q3 | $3.7M | Sell |
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|
2023
Q2 | $5.49M | Sell |
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|
2023
Q1 | $6.17M | Buy |
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|
2022
Q4 | $5.2M | Buy |
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|
2022
Q3 | $4.25M | Buy |
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|
2022
Q2 | $3.98M | Buy |
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|
2022
Q1 | $4.19M | Buy |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $926K | Buy |
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|
2021
Q2 | $1.05M | Sell |
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|
2021
Q1 | $1.12M | Buy |
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|
2020
Q4 | $1.11M | Sell |
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|
2020
Q3 | $1.15M | Buy |
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|
2020
Q2 | $728K | Sell |
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|
2020
Q1 | $776K | Sell |
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|
2019
Q4 | $1.03M | Sell |
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|
2019
Q3 | $1.08M | Buy |
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|
2019
Q2 | $894K | Sell |
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|
2019
Q1 | $1.48M | Buy |
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|
2018
Q4 | $673K | Sell |
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|
2018
Q3 | $910K | Buy |
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|
2018
Q2 | $696K | Buy |
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|
2018
Q1 | $701K | Buy |
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|
2017
Q4 | $414K | Sell |
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|
2017
Q3 | $423K | Buy |
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|
2017
Q2 | $223K | Hold |
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|
2017
Q1 | $216K | Hold |
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|
2016
Q4 | $231K | Buy |
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