Live Oak Private Wealth’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 | $6.44M | Buy |
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|
2025
Q2 | $6.85M | Buy |
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|
2025
Q1 | $7.26M | Buy |
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|
2024
Q4 | $6.59M | Sell |
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|
2024
Q3 | $7.21M | Buy |
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|
2024
Q2 | $6.03M | Buy |
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|
2024
Q1 | $6.55M | Sell |
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|
2023
Q4 | $7.52M | Buy |
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|
2023
Q3 | $7.4M | Buy |
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|
2023
Q2 | $8.49M | Buy |
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|
2023
Q1 | $8.63M | Buy |
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|
2022
Q4 | $7.58M | Buy |
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|
2022
Q3 | $6.8M | Sell |
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|
2022
Q2 | $7.69M | Buy |
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|
2022
Q1 | $8.86M | Buy |
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|
2021
Q4 | $8.56M | Buy |
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|
2021
Q3 | $7.25M | Buy |
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|
2021
Q2 | $7.35M | Sell |
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|
2021
Q1 | $6.85M | Buy |
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|
2020
Q4 | $6.35M | Buy |
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|
2020
Q3 | $6.07M | Sell |
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|
2020
Q2 | $4.61M | Buy |
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|
2020
Q1 | $270K | Buy |
|