Marion 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  | $1.49M | Hold | 
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| 
        
          
      
        2025
         Q2  | $1.81M | Hold | 
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| 
        
          
      
        2025
         Q1  | $1.97M | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q4  | $2.26M | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $2.44M | Hold | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $2.45M | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $2.67M | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $2.83M | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $2.8M | Sell | 
         | 
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| 
        
          
      
        2023
         Q2  | $3.26M | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $3.63M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $3.25M | Buy | 
         | 
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| 
        
          
      
        2022
         Q3  | $3.02M | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $3.44M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $3.98M | Hold | 
         | 
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| 
        
          
      
        2021
         Q4  | $3.98M | Buy | 
         |