Moneta Group Investment Advisors’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 | $8.26M | Sell |
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|
2025
Q1 | $9.01M | Sell |
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|
2024
Q4 | $10.4M | Sell |
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|
2024
Q3 | $11.3M | Buy |
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|
2024
Q2 | $11.3M | Sell |
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|
2024
Q1 | $12.4M | Buy |
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|
2023
Q4 | $982K | Sell |
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|
2023
Q3 | $979K | Buy |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $965K | Buy |
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|
2022
Q4 | $753K | Buy |
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|
2022
Q3 | $643K | Sell |
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|
2022
Q2 | $903K | Buy |
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|
2022
Q1 | $1.02M | Buy |
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|
2021
Q4 | $728K | Sell |
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|
2021
Q3 | $1.98M | Sell |
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|
2021
Q2 | $2.28M | Buy |
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|
2021
Q1 | $1.72M | Buy |
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|
2020
Q4 | $1.63M | Buy |
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|
2020
Q3 | $1.55M | Sell |
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|
2020
Q2 | $1.09M | Buy |
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|
2020
Q1 | $849K | Buy |
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|
2019
Q4 | $170K | Buy |
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|
2019
Q3 | $145K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $53K | Sell |
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|
2017
Q4 | $456K | Sell |
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|
2017
Q3 | $474K | Buy |
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|
2017
Q2 | $312K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $508K | Buy |
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|
2016
Q1 | $406K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $204K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $228K | Sell |
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|
2014
Q3 | $327K | Sell |
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|
2014
Q2 | $700K | Buy |
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|
2014
Q1 | $604K | Buy |
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|
2013
Q4 | $283K | Buy |
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