Lido 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 | $7.83M | Sell |
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|
2025
Q1 | $9.73M | Buy |
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|
2024
Q4 | $10.2M | Buy |
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|
2024
Q3 | $9.98M | Buy |
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|
2024
Q2 | $9.61M | Buy |
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|
2024
Q1 | $10.3M | Buy |
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|
2023
Q4 | $10.2M | Buy |
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|
2023
Q3 | $5.4M | Buy |
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|
2023
Q2 | $5.95M | Buy |
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|
2023
Q1 | $5.79M | Buy |
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|
2022
Q4 | $3.82M | Buy |
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|
2022
Q3 | $3.49M | Buy |
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|
2022
Q2 | $3.56M | Buy |
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|
2022
Q1 | $4.07M | Buy |
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|
2021
Q4 | $3.98M | Buy |
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|
2021
Q3 | $2.96M | Buy |
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|
2021
Q2 | $2.74M | Buy |
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|
2021
Q1 | $1.94M | Buy |
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|
2020
Q4 | $1.86M | Sell |
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|
2020
Q3 | $2.17M | Buy |
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|
2020
Q2 | $1.23M | Sell |
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|
2020
Q1 | $1.33M | Sell |
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|
2019
Q4 | $1.84M | Buy |
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|
2019
Q3 | $1.29M | Buy |
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|
2019
Q2 | $1.09M | Buy |
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|
2019
Q1 | $1.17M | Buy |
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|
2018
Q4 | $777K | Sell |
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|
2018
Q3 | $1.15M | Buy |
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|
2018
Q2 | $751K | Buy |
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|
2018
Q1 | $645K | Buy |
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|
2017
Q4 | $544K | Buy |
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|
2017
Q3 | $450K | Buy |
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|
2017
Q2 | $235K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $363K | Buy |
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|
2016
Q3 | $213K | Buy |
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|
2016
Q2 | $208K | Buy |
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