Measured Wealth Private Client Group’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 | $17.1M | Sell |
|
|||||
|
2025
Q1 | $18.6M | Buy |
|
|||||
|
2024
Q4 | $14.1M | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $487K | Buy |
|
|||||
|
2022
Q1 | $461K | Buy |
|
|||||
|
2021
Q4 | $422K | Buy |
|
|||||
|
2021
Q3 | $349K | Buy |
|
|||||
|
2021
Q2 | $250K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $213K | Sell |
|
|||||
|
2020
Q3 | $283K | Sell |
|
|||||
|
2020
Q2 | $209K | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $272K | Sell |
|
|||||
|
2019
Q2 | $520K | Buy |
|
|||||
|
2019
Q1 | $429K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $342K | Sell |
|
|||||
|
2018
Q2 | $310K | Buy |
|