Oak Harbor Wealth Partners’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 | $1.97M | Buy |
|
|||||
|
2025
Q1 | $2.04M | Hold |
|
|||||
|
2024
Q4 | $2.34M | Sell |
|
|||||
|
2024
Q3 | $2.55M | Buy |
|
|||||
|
2024
Q2 | $2.41M | Buy |
|
|||||
|
2024
Q1 | $2.62M | Buy |
|
|||||
|
2023
Q4 | $2.74M | Sell |
|
|||||
|
2023
Q3 | $2.72M | Sell |
|
|||||
|
2023
Q2 | $3.14M | Buy |
|
|||||
|
2023
Q1 | $3.4M | Buy |
|
|||||
|
2022
Q4 | $3.03M | Sell |
|
|||||
|
2022
Q3 | $2.83M | Buy |
|
|||||
|
2022
Q2 | $3.15M | Buy |
|
|||||
|
2022
Q1 | $3.69M | Sell |
|
|||||
|
2021
Q4 | $3.69M | Buy |
|