Mission 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 | $734K | Sell |
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|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.4M | Sell |
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|
2024
Q3 | $1.68M | Sell |
|
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|
2024
Q2 | $1.74M | Sell |
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|
2024
Q1 | $2.01M | Buy |
|
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|
2023
Q4 | $2.12M | Sell |
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|
2023
Q3 | $2.28M | Buy |
|
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $1.39M | Sell |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $1.27M | Buy |
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|
2022
Q2 | $1.35M | Buy |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $672K | Buy |
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|
2021
Q2 | $646K | Sell |
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|
2021
Q1 | $530K | Buy |
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|
2020
Q4 | $506K | Buy |
|
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|
2020
Q3 | $429K | Buy |
|
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|
2020
Q2 | $283K | Sell |
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|
2020
Q1 | $247K | Buy |
|
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|
2019
Q4 | $278K | Sell |
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|
2019
Q3 | $465K | Buy |
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|
2019
Q2 | $288K | Buy |
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|
2019
Q1 | $306K | Buy |
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|
2018
Q4 | $267K | Sell |
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|
2018
Q3 | $770K | Sell |
|
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|
2018
Q2 | $750K | Buy |
|
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|
2018
Q1 | $738K | Buy |
|
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|
2017
Q4 | $834K | Hold |
|
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|
2017
Q3 | $840K | Sell |
|
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|
2017
Q2 | $798K | Sell |
|
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|
2017
Q1 | $802K | Hold |
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|
2016
Q4 | $857K | Sell |
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|
2016
Q3 | $818K | Hold |
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|
2016
Q2 | $805K | Hold |
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|
2016
Q1 | $789K | Sell |
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|
2015
Q4 | $737K | Sell |
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|
2015
Q3 | $757K | Buy |
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|
2015
Q2 | $727K | Buy |
|