Liberty Wealth 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 | $214K | Sell |
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|
2025
Q2 | $268K | Sell |
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|
2025
Q1 | $293K | Sell |
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|
2024
Q4 | $395K | Sell |
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|
2024
Q3 | $433K | Sell |
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|
2024
Q2 | $464K | Buy |
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|
2024
Q1 | $525K | Sell |
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|
2023
Q4 | $612K | Sell |
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|
2023
Q3 | $600K | Sell |
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|
2023
Q2 | $699K | Sell |
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|
2023
Q1 | $794K | Buy |
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|
2022
Q3 | $675K | Buy |
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|
2022
Q2 | $730K | Buy |
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|
2022
Q1 | $832K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $845K | Buy |
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|
2021
Q2 | $794K | Buy |
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|
2021
Q1 | $401K | Hold |
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|
2020
Q4 | $401K | Sell |
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|
2020
Q3 | $535K | Buy |
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|
2020
Q2 | $282K | Buy |
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|
2020
Q1 | $234K | Buy |
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|
2019
Q4 | $274K | Sell |
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|
2019
Q3 | $291K | Sell |
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|
2019
Q2 | $333K | Buy |
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|
2019
Q1 | $248K | Sell |
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|
2018
Q4 | $219K | Buy |
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