OneAscent Financial 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 | $203K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $275K | Sell |
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|
2025
Q1 | $588K | Buy |
|
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|
2024
Q4 | $324K | Buy |
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|
2024
Q3 | $309K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $331K | Sell |
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|
2023
Q4 | $456K | Buy |
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|
2023
Q3 | $221K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $290K | Buy |
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|
2022
Q3 | $255K | Buy |
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|
2021
Q1 | $301K | Buy |
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