Nicolet 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 | $262K | Buy |
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|
2025
Q2 | $254K | Buy |
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|
2025
Q1 | $256K | Sell |
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|
2024
Q4 | $422K | Sell |
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|
2024
Q3 | $543K | Sell |
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|
2024
Q2 | $707K | Sell |
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|
2024
Q1 | $805K | Buy |
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|
2023
Q4 | $800K | Sell |
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|
2023
Q3 | $854K | Buy |
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|
2023
Q2 | $944K | Buy |
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|
2023
Q1 | $922K | Buy |
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|
2022
Q4 | $585K | Buy |
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|
2022
Q3 | $438K | Buy |
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|
2022
Q2 | $505K | Buy |
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|
2022
Q1 | $517K | Buy |
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|
2021
Q4 | $301K | Buy |
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|
2021
Q3 | $233K | Buy |
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|
2021
Q2 | $255K | Hold |
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|
2021
Q1 | $209K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $203K | Sell |
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|
2020
Q2 | $286K | Buy |
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|
2020
Q1 | $211K | Buy |
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