Montis Financial’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 | $275K | Hold |
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|
2025
Q2 | $333K | Buy |
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|
2025
Q1 | $362K | Hold |
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|
2024
Q4 | $416K | Buy |
|
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|
2024
Q3 | $448K | Buy |
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|
2024
Q2 | $443K | Hold |
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|
2024
Q1 | $481K | Hold |
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|
2023
Q4 | $508K | Hold |
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|
2023
Q3 | $504K | Hold |
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|
2023
Q2 | $580K | Hold |
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|
2023
Q1 | $627K | Hold |
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|
2022
Q4 | $562K | Hold |
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|
2022
Q3 | $522K | Hold |
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|
2022
Q2 | $590K | Sell |
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|
2022
Q1 | $723K | Buy |
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|
2021
Q4 | $722K | Buy |
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|
2021
Q3 | $601K | Buy |
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|
2021
Q2 | $699K | Hold |
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|
2021
Q1 | $575K | Buy |
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|
2020
Q4 | $530K | Buy |
|