Marshall Financial Group (Maryland)’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 | $391K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $214K | Sell |
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|
2024
Q4 | $245K | Sell |
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|
2024
Q3 | $267K | Buy |
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|
2024
Q2 | $240K | Sell |
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|
2024
Q1 | $262K | Sell |
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|
2023
Q4 | $279K | Sell |
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|
2023
Q3 | $287K | Sell |
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|
2023
Q2 | $1.09M | Sell |
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|
2023
Q1 | $1.2M | Sell |
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|
2022
Q4 | $1.08M | Sell |
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|
2022
Q3 | $1M | Hold |
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|
2022
Q2 | $1.13M | Sell |
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|
2022
Q1 | $1.38M | Sell |
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|
2021
Q4 | $1.38M | Buy |
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|
2021
Q3 | $396K | Buy |
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|
2021
Q2 | $437K | Sell |
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|
2021
Q1 | $388K | Sell |
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|
2020
Q4 | $412K | Buy |
|