LVW 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
Q3 | $255K | Sell |
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|
2025
Q2 | $462K | Buy |
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|
2025
Q1 | $375K | Sell |
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|
2024
Q4 | $449K | Sell |
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|
2024
Q3 | $615K | Sell |
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|
2024
Q2 | $704K | Sell |
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|
2024
Q1 | $1.55M | Buy |
|
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $685K | Buy |
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|
2023
Q2 | $205K | Sell |
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|
2023
Q1 | $805K | Sell |
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|
2022
Q4 | $836K | Sell |
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|
2022
Q3 | $833K | Sell |
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|
2022
Q2 | $989K | Sell |
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|
2022
Q1 | $1.17M | Sell |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $936K | Buy |
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|
2021
Q2 | $830K | Buy |
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|
2021
Q1 | $656K | Buy |
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|
2020
Q4 | $410K | Buy |
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|
2020
Q3 | $295K | Sell |
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|
2020
Q2 | $370K | Sell |
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|
2020
Q1 | $370K | Buy |
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|
2019
Q4 | $357K | Sell |
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|
2019
Q3 | $388K | Buy |
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|
2019
Q2 | $270K | Sell |
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|
2019
Q1 | $581K | Buy |
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|
2018
Q4 | $358K | Sell |
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|
2018
Q3 | $1.24M | Buy |
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|
2018
Q2 | $1.13M | Sell |
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|
2018
Q1 | $1.14M | Buy |
|