Mutual 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 | $7.29M | Buy |
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|
2025
Q1 | $5.78M | Buy |
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|
2024
Q4 | $4.87M | Buy |
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|
2024
Q3 | $3.99M | Buy |
|
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|
2024
Q2 | $2.74M | Buy |
|
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|
2024
Q1 | $2.14M | Buy |
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|
2023
Q4 | $1.96M | Buy |
|
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|
2023
Q3 | $1.76M | Sell |
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|
2023
Q2 | $2.29M | Buy |
|
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|
2023
Q1 | $2.23M | Buy |
|
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|
2022
Q4 | $1.96M | Buy |
|
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|
2022
Q3 | $1.7M | Buy |
|
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|
2022
Q2 | $1.69M | Buy |
|
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|
2022
Q1 | $1.99M | Buy |
|
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|
2021
Q4 | $1.95M | Buy |
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|
2021
Q3 | $1.49M | Sell |
|
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|
2021
Q2 | $1.81M | Sell |
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|
2021
Q1 | $1.54M | Buy |
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|
2020
Q4 | $1.02M | Sell |
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|
2020
Q3 | $1.3M | Sell |
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|
2020
Q2 | $1.04M | Buy |
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|
2020
Q1 | $433K | Buy |
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|
2019
Q4 | $483K | Buy |
|