Marcum 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
Q1 | $11.9M | Buy |
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|
2024
Q4 | $13.6M | Sell |
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|
2024
Q3 | $14.9M | Sell |
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|
2024
Q2 | $15M | Sell |
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|
2024
Q1 | $16.6M | Buy |
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|
2023
Q4 | $17.5M | Sell |
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|
2023
Q3 | $17.8M | Sell |
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|
2023
Q2 | $20.5M | Sell |
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|
2023
Q1 | $22.3M | Buy |
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|
2022
Q4 | $19.7M | Sell |
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|
2022
Q3 | $18.6M | Buy |
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|
2022
Q2 | $21M | Buy |
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|
2022
Q1 | $24.5M | Buy |
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|
2021
Q4 | $24.2M | Buy |
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|
2021
Q3 | $19.3M | Buy |
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|
2021
Q2 | $21.8M | Sell |
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|
2021
Q1 | $18M | Buy |
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|
2020
Q4 | $17.1M | Sell |
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|
2020
Q3 | $17M | Buy |
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|
2020
Q2 | $11.3M | Buy |
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|
2020
Q1 | $9.46M | Buy |
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|
2019
Q4 | $11.8M | Buy |
|