Octavia Wealth Advisors’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 | $819K | Sell |
|
|||||
|
2025
Q1 | $1.03M | Buy |
|
|||||
|
2024
Q4 | $1.01M | Buy |
|
|||||
|
2024
Q3 | $639K | Buy |
|
|||||
|
2024
Q2 | $465K | Sell |
|
|||||
|
2024
Q1 | $523K | Sell |
|
|||||
|
2023
Q4 | $587K | Sell |
|
|||||
|
2023
Q3 | $587K | Buy |
|
|||||
|
2023
Q2 | $552K | Sell |
|
|||||
|
2023
Q1 | $620K | Buy |
|
|||||
|
2022
Q4 | $542K | Buy |
|
|||||
|
2022
Q3 | $504K | Buy |
|
|||||
|
2022
Q2 | $567K | Buy |
|
|||||
|
2022
Q1 | $663K | Buy |
|
|||||
|
2021
Q4 | $637K | Sell |
|
|||||
|
2021
Q3 | $547K | Sell |
|
|||||
|
2021
Q2 | $631K | Buy |
|
|||||
|
2021
Q1 | $477K | Sell |
|
|||||
|
2020
Q4 | $532K | Buy |
|