Morton Brown Family 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 | $15.2K | Sell |
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|
2025
Q2 | $27.9K | Hold |
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|
2025
Q1 | $30.4K | Hold |
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|
2024
Q4 | $34.8K | Hold |
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|
2024
Q3 | $37.6K | Sell |
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|
2024
Q2 | $40.8K | Sell |
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|
2024
Q1 | $43.4K | Sell |
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|
2023
Q4 | $47.2K | Hold |
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|
2023
Q3 | $46.8K | Hold |
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|
2023
Q2 | $53.8K | Hold |
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|
2023
Q1 | $58.2K | Hold |
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|
2022
Q4 | $52.2K | Sell |
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|
2022
Q3 | $50K | Sell |
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|
2022
Q2 | $62K | Buy |
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|
2022
Q1 | $64K | Sell |
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|
2021
Q4 | $68K | Buy |
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