Mark Sheptoff Financial Planning’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
Q2 | $55.5K | Hold |
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|
2025
Q1 | $60.5K | Hold |
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|
2024
Q4 | $69.4K | Sell |
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|
2024
Q3 | $109K | Hold |
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|
2024
Q2 | $109K | Sell |
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|
2024
Q1 | $156K | Hold |
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|
2023
Q4 | $165K | Hold |
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|
2023
Q3 | $164K | Hold |
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|
2023
Q2 | $188K | Sell |
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|
2023
Q1 | $378K | Hold |
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|
2022
Q4 | $339K | Hold |
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|
2022
Q3 | $315K | Sell |
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|
2022
Q2 | $1.35M | Sell |
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|
2022
Q1 | $1.61M | Sell |
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|
2021
Q4 | $1.68M | Buy |
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|
2021
Q3 | $1.37M | Sell |
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|
2021
Q2 | $1.9M | Buy |
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|
2021
Q1 | $1.46M | Sell |
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|
2020
Q4 | $1.7M | Buy |
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|
2020
Q3 | $1.15M | Buy |
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|
2020
Q2 | $170K | Sell |
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|
2020
Q1 | $152K | Buy |
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|
2019
Q4 | $15K | Hold |
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|
2019
Q3 | $15K | Hold |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $14K | Hold |
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|
2018
Q4 | $12K | Sell |
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|
2018
Q3 | $248K | Buy |
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|
2018
Q2 | $49K | Buy |
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|
2018
Q1 | $44K | Sell |
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|
2017
Q4 | $74K | Hold |
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|
2017
Q3 | $75K | Hold |
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|
2017
Q2 | $69K | Sell |
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|
2017
Q1 | $67K | Buy |
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|
2016
Q4 | $72K | Hold |
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|
2016
Q3 | $68K | Buy |
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|
2016
Q2 | $46K | Hold |
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|
2016
Q1 | $45K | Sell |
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|
2015
Q4 | $46K | Hold |
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|
2015
Q3 | $47K | Sell |
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|
2015
Q2 | $50K | Sell |
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|
2015
Q1 | $53K | Sell |
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|
2014
Q4 | $64K | Hold |
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|
2014
Q3 | $57K | Sell |
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|
2014
Q2 | $75K | Hold |
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|
2014
Q1 | $72K | Buy |
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