NWF 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $242K | Sell |
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|
2025
Q4 | $247K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $336K | Buy |
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|
2025
Q1 | $342K | Sell |
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|
2024
Q4 | $522K | Buy |
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|
2024
Q3 | $334K | Sell |
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|
2024
Q2 | $338K | Buy |
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|
2024
Q1 | $366K | Sell |
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|
2023
Q4 | $414K | Sell |
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|
2023
Q3 | $486K | Hold |
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|
2023
Q2 | $559K | Hold |
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|
2023
Q1 | $559K | Buy |
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