PDS Planning’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 | $2.83M | Sell |
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|
2025
Q2 | $3.51M | Buy |
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|
2025
Q1 | $3.81M | Buy |
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|
2024
Q4 | $4.36M | Buy |
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|
2024
Q3 | $4.67M | Sell |
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|
2024
Q2 | $4.75M | Sell |
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|
2024
Q1 | $5.18M | Buy |
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|
2023
Q4 | $5.47M | Buy |
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|
2023
Q3 | $5.41M | Sell |
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|
2023
Q2 | $6.27M | Sell |
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|
2023
Q1 | $6.85M | Buy |
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|
2022
Q4 | $5.95M | Buy |
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|
2022
Q3 | $5.53M | Sell |
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|
2022
Q2 | $6.3M | Sell |
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|
2022
Q1 | $7.51M | Buy |
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|
2021
Q4 | $7.42M | Buy |
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|
2021
Q3 | $6.28M | Buy |
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|
2021
Q2 | $7.14M | Sell |
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|
2021
Q1 | $5.99M | Buy |
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|
2020
Q4 | $5.92M | Sell |
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|
2020
Q3 | $5.87M | Buy |
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|
2020
Q2 | $3.91M | Buy |
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|
2020
Q1 | $3.23M | Buy |
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|
2019
Q4 | $4.04M | Sell |
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|
2019
Q3 | $4.14M | Sell |
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|
2019
Q2 | $3.57M | Sell |
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|
2019
Q1 | $3.91M | Sell |
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|
2018
Q4 | $3.42M | Buy |
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|
2018
Q3 | $4.1M | Buy |
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|
2018
Q2 | $965K | Sell |
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|
2018
Q1 | $971K | Sell |
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|
2017
Q4 | $1.2M | Buy |
|