Operose 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
Q4 | – | Sell |
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|
2025
Q3 | $124K | Buy |
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|
2025
Q2 | $111K | Buy |
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|
2025
Q1 | $35K | Hold |
|
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|
2024
Q4 | $40.1K | Sell |
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|
2024
Q3 | $77.3K | Sell |
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|
2024
Q2 | $93.3K | Hold |
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|
2024
Q1 | $101K | Buy |
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|
2023
Q4 | $101K | Sell |
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|
2023
Q3 | $134K | Buy |
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|
2023
Q2 | $57K | Sell |
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|
2023
Q1 | $71.2K | Hold |
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|
2022
Q4 | $63.8K | Hold |
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|
2022
Q3 | $59K | Buy |
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|
2022
Q2 | $58K | Hold |
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|
2022
Q1 | $68K | Hold |
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|
2021
Q4 | $68K | Buy |
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