Legacy Wealth Asset Management’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
Sell
2025
Q2
$396K Buy
2025
Q1
$416K Buy
2024
Q4
$452K Sell
2024
Q3
$517K Buy
2024
Q2
$501K Buy
2024
Q1
$519K Buy
2023
Q4
$537K Buy
2023
Q3
$531K Buy
2023
Q2
$610K Buy
2023
Q1
$660K Sell
2022
Q4
$619K Buy
2022
Q3
$567K Sell
2022
Q2
$1.04M Buy
2022
Q1
$1.21M Buy
2021
Q4
$1.2M Sell
2021
Q3
$1.02M Sell
2021
Q2
$1.18M Buy
2021
Q1
$963K Buy
2020
Q4
$949K Buy