Northeast Financial Consultants’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 | – | Sell |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.4M | Hold |
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|
2024
Q3 | $1.51M | Sell |
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|
2024
Q2 | $1.53M | Sell |
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|
2024
Q1 | $1.93M | Buy |
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|
2023
Q4 | $1.89M | Hold |
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|
2023
Q3 | $1.88M | Hold |
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|
2023
Q2 | $2.16M | Hold |
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|
2023
Q1 | $2.34M | Hold |
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|
2022
Q4 | $2.09M | Hold |
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|
2022
Q3 | $1.95M | Buy |
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|
2022
Q2 | $2.19M | Sell |
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|
2022
Q1 | $2.85M | Buy |
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|
2021
Q4 | $477K | Sell |
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|
2021
Q3 | $762K | Sell |
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|
2021
Q2 | $1.23M | Sell |
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|
2021
Q1 | $6.99M | Buy |
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|
2020
Q4 | $6.26M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $273K | Hold |
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|
2019
Q2 | $236K | Hold |
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|
2019
Q1 | $255K | Buy |
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