Pathway Financial 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
Q3 | $238K | Buy |
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|
2025
Q2 | $283K | Sell |
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|
2025
Q1 | $392K | Hold |
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|
2024
Q4 | $449K | Sell |
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|
2024
Q3 | $487K | Buy |
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|
2024
Q2 | $487K | Sell |
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|
2024
Q1 | $534K | Buy |
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|
2023
Q4 | $560K | Hold |
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|
2023
Q3 | $555K | Hold |
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|
2023
Q2 | $638K | Hold |
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|
2023
Q1 | $691K | Hold |
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|
2022
Q4 | $619K | Sell |
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|
2022
Q3 | $1.75M | Hold |
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|
2022
Q2 | $1.97M | Buy |
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|
2022
Q1 | $253K | Hold |
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|
2021
Q4 | $239K | Buy |
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|
2021
Q1 | $286K | Hold |
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|
2020
Q4 | $211K | Sell |
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|
2020
Q3 | $252K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $232K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $81K | Hold |
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|
2018
Q1 | $80K | Hold |
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|
2017
Q4 | $91K | Buy |
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