Mascoma 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
Q2 | – | Sell |
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|
2025
Q1 | $11K | Hold |
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|
2024
Q4 | $12.6K | Sell |
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|
2024
Q3 | $28.7K | Sell |
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|
2024
Q2 | $36.1K | Sell |
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|
2024
Q1 | $167K | Sell |
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|
2023
Q4 | $327K | Sell |
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|
2023
Q3 | $441K | Sell |
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|
2023
Q2 | $529K | Sell |
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|
2023
Q1 | $531K | Sell |
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|
2022
Q4 | $541K | Sell |
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|
2022
Q3 | $527K | Buy |
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|
2022
Q2 | $595K | Sell |
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|
2022
Q1 | $708K | Buy |
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|
2021
Q4 | $114K | Hold |
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|
2021
Q3 | $97K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $500K | Buy |
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|
2020
Q4 | $312K | Buy |
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|
2019
Q3 | $1.29M | Sell |
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|
2019
Q2 | $1.12M | Buy |
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|
2019
Q1 | $1.17M | Buy |
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|
2018
Q4 | $768K | Sell |
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|
2018
Q3 | $998K | Buy |
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|
2018
Q2 | $667K | Buy |
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|
2018
Q1 | $361K | Buy |
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|
2017
Q4 | $151K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $43K | Hold |
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|
2016
Q4 | $46K | Buy |
|