Mitchell & Pahl Private Wealth’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 | $1.67M | Buy |
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|
2025
Q2 | $1.92M | Buy |
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|
2025
Q1 | $1.97M | Buy |
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|
2024
Q4 | $2.11M | Buy |
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|
2024
Q3 | $2.11M | Buy |
|
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|
2024
Q2 | $2.04M | Buy |
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|
2024
Q1 | $2.19M | Buy |
|
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|
2023
Q4 | $2.27M | Sell |
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|
2023
Q3 | $2.31M | Buy |
|
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|
2023
Q2 | $2.56M | Buy |
|
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|
2023
Q1 | $2.74M | Buy |
|
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|
2022
Q4 | $2.43M | Sell |
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|
2022
Q3 | $2.26M | Buy |
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|
2022
Q2 | $2.54M | Buy |
|
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|
2022
Q1 | $2.91M | Buy |
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|
2021
Q4 | $2.89M | Buy |
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|
2021
Q3 | $2.43M | Buy |
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|
2021
Q2 | $2.77M | Buy |
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|
2021
Q1 | $2.23M | Buy |
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|
2020
Q4 | $2.12M | Buy |
|