N.E.W. Advisory Services’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 | $760K | Buy |
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|
2025
Q2 | $777K | Buy |
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|
2025
Q1 | $522K | Buy |
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|
2024
Q4 | $547K | Buy |
|
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|
2024
Q3 | $540K | Buy |
|
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|
2024
Q2 | $324K | Buy |
|
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|
2024
Q1 | $303K | Buy |
|
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|
2023
Q4 | $312K | Sell |
|
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|
2023
Q3 | $318K | Buy |
|
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|
2023
Q2 | $337K | Buy |
|
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|
2023
Q1 | $364K | Buy |
|
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|
2022
Q4 | $322K | Sell |
|
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|
2022
Q3 | $359K | Sell |
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|
2022
Q2 | $455K | Sell |
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|
2022
Q1 | $433K | Sell |
|
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|
2021
Q4 | $565K | Buy |
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|
2021
Q3 | $474K | Buy |
|
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|
2021
Q2 | $527K | Buy |
|
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|
2021
Q1 | $437K | Buy |
|
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|
2020
Q4 | $359K | Buy |
|