Legacy Financial 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
Q3 | $451K | Buy |
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|
2025
Q2 | $539K | Sell |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.39M | Buy |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $942K | Sell |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $819K | Sell |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $958K | Buy |
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|
2022
Q3 | $794K | Buy |
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|
2022
Q2 | $836K | Sell |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $998K | Buy |
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|
2021
Q3 | $779K | Buy |
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|
2021
Q2 | $846K | Buy |
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|
2021
Q1 | $591K | Buy |
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|
2020
Q4 | $490K | Sell |
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|
2020
Q3 | $553K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $160K | Buy |
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|
2018
Q4 | $89K | Sell |
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|
2018
Q3 | $108K | Sell |
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|
2018
Q2 | $111K | Sell |
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|
2018
Q1 | $110K | Sell |
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|
2017
Q4 | $127K | Buy |
|