Paces Ferry 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 | $421K | Buy |
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|
2025
Q1 | $457K | Buy |
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|
2024
Q4 | $401K | Sell |
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|
2024
Q3 | $547K | Sell |
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|
2024
Q2 | $590K | Buy |
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|
2024
Q1 | $558K | Sell |
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|
2023
Q4 | $634K | Sell |
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|
2023
Q3 | $636K | Sell |
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|
2023
Q2 | $749K | Sell |
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|
2023
Q1 | $813K | Sell |
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|
2022
Q4 | $860K | Sell |
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|
2022
Q3 | $835K | Sell |
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|
2022
Q2 | $945K | Sell |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $1.13M | Sell |
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|
2021
Q1 | $924K | Buy |
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|
2020
Q4 | $915K | Buy |
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|
2020
Q3 | $894K | Buy |
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