Lyell 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 | – | Sell |
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|
2025
Q2 | $227K | Sell |
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|
2025
Q1 | $249K | Hold |
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|
2024
Q4 | $285K | Hold |
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|
2024
Q3 | $309K | Hold |
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|
2024
Q2 | $310K | Sell |
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|
2024
Q1 | $365K | Buy |
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|
2023
Q4 | $356K | Sell |
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|
2023
Q3 | $360K | Sell |
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|
2023
Q2 | $810K | Sell |
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|
2023
Q1 | $887K | Sell |
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|
2022
Q4 | $829K | Buy |
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|
2022
Q3 | $745K | Sell |
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|
2022
Q2 | $856K | Buy |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $974K | Buy |
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|
2021
Q3 | $821K | Hold |
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|
2021
Q2 | $938K | Sell |
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|
2021
Q1 | $968K | Buy |
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|
2020
Q4 | $525K | Buy |
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|
2020
Q3 | $516K | Buy |
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|
2020
Q2 | $343K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $554K | Buy |
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|
2018
Q3 | $633K | Sell |
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|
2018
Q2 | $645K | Sell |
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|
2018
Q1 | $695K | Sell |
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|
2017
Q4 | $1.01M | Buy |
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|
2017
Q3 | $978K | Buy |
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|
2017
Q2 | $866K | Sell |
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|
2017
Q1 | $1.41M | Sell |
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|
2016
Q4 | $2.16M | Buy |
|