Moneywise Inc’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
Q4
Sell
2025
Q3
$808K Sell
2025
Q2
$978K Buy
2025
Q1
Sell
2024
Q4
$1.22M Hold
2024
Q3
$1.32M Hold
2024
Q2
$1.33M Hold
2024
Q1
$1.44M Hold
2023
Q4
$1.52M Sell
2023
Q3
$1.51M Hold
2023
Q2
$1.74M Hold
2023
Q1
$1.88M Hold
2022
Q4
$1.69M Sell
2022
Q3
$1.57M Hold
2022
Q2
$1.77M Hold
2022
Q1
$2.08M Hold
2021
Q4
$2.08M Hold
2021
Q3
$1.77M Hold
2021
Q2
$2.02M Hold
2021
Q1
$1.65M Hold
2020
Q4
$1.64M Buy