Madison Wealth Partners’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
2024
Q1
Sell
2023
Q4
$202K Hold
2023
Q3
$200K Buy
2023
Q2
$227K Hold
2023
Q1
$246K Buy
2022
Q4
$219K Buy
2022
Q3
$202K Buy
2022
Q2
$226K Buy
2022
Q1
$264K Hold
2021
Q4
$263K Buy
2021
Q3
$224K Buy