Modera 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 | $12.7M | Sell |
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|
2025
Q1 | $15.2M | Sell |
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|
2024
Q4 | $17.5M | Sell |
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|
2024
Q3 | $19.1M | Buy |
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|
2024
Q2 | $19.2M | Buy |
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|
2024
Q1 | $20.7M | Buy |
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|
2023
Q4 | $20.7M | Buy |
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|
2023
Q3 | $20.5M | Sell |
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|
2023
Q2 | $24.2M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $210K | Sell |
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|
2022
Q3 | $235K | Buy |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $247K | Sell |
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|
2021
Q4 | $1.48M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $544K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.11M | Sell |
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|
2013
Q3 | $971K | Hold |
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|
2013
Q2 | $919K | Buy |
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