LifeGuide 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
Q2 | $497K | Buy |
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|
2025
Q1 | $470K | Sell |
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|
2024
Q4 | $551K | Sell |
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|
2024
Q3 | $625K | Sell |
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|
2024
Q2 | $643K | Buy |
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|
2024
Q1 | $696K | Hold |
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|
2023
Q4 | $737K | Sell |
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|
2023
Q3 | $747K | Sell |
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|
2023
Q2 | $877K | Sell |
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|
2023
Q1 | $959K | Sell |
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|
2022
Q4 | $886K | Sell |
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|
2022
Q3 | $831K | Hold |
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|
2022
Q2 | $939K | Hold |
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|
2022
Q1 | $1.1M | Sell |
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|
2021
Q4 | $1.12M | Buy |
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