Peloton Wealth Strategists’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  | $1.94M | Sell | 
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| 
        
          
      
        2025
         Q1  | $2.16M | Sell | 
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| 
        
          
      
        2024
         Q4  | $2.83M | Sell | 
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| 
        
          
      
        2024
         Q3  | $3.12M | Sell | 
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| 
        
          
      
        2024
         Q2  | $3.32M | Sell | 
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| 
        
          
      
        2024
         Q1  | $3.62M | Buy | 
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| 
        
          
      
        2023
         Q4  | $3.82M | Sell | 
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| 
        
          
      
        2023
         Q3  | $4.24M | Sell | 
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| 
        
          
      
        2023
         Q2  | $4.96M | Sell | 
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| 
        
          
      
        2023
         Q1  | $5.72M | Sell | 
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| 
        
          
      
        2022
         Q4  | $5.14M | Sell | 
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| 
        
          
      
        2022
         Q3  | $4.82M | Sell | 
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| 
        
          
      
        2022
         Q2  | $5.45M | Sell | 
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| 
        
          
      
        2022
         Q1  | $6.5M | Sell | 
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| 
        
          
      
        2021
         Q4  | $6.55M | Sell | 
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| 
        
          
      
        2021
         Q3  | $5.83M | Buy | 
         | 
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| 
        
          
      
        2021
         Q2  | $6.58M | Buy | 
         | 
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| 
        
          
      
        2021
         Q1  | $5.28M | Sell | 
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| 
        
          
      
        2020
         Q4  | $5.27M | Hold | 
         | 
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| 
        
          
      
        2020
         Q3  | $5.21M | Sell | 
         | 
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| 
        
          
      
        2020
         Q2  | $3.57M | Buy | 
         | 
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| 
        
          
      
        2020
         Q1  | $2.91M | Buy | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $3.23M | Sell | 
         | 
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| 
        
          
      
        2019
         Q3  | $3.44M | Buy | 
         | 
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| 
        
          
      
        2019
         Q2  | $2.79M | Buy | 
         | 
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| 
        
          
      
        2019
         Q1  | $2.95M | Buy | 
         | 
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| 
        
          
      
        2018
         Q4  | $2.39M | Sell | 
         | 
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| 
        
          
      
        2018
         Q3  | $2.96M | Sell | 
         | 
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| 
        
          
      
        2018
         Q2  | $2.77M | Buy | 
         | 
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| 
        
          
      
        2018
         Q1  | $2.71M | Buy | 
         | 
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| 
        
          
      
        2017
         Q4  | $3.08M | Buy | 
         | 
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| 
        
          
      
        2017
         Q3  | $3.06M | Sell | 
         | 
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| 
        
          
      
        2017
         Q2  | $2.93M | Buy | 
         | 
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| 
        
          
      
        2017
         Q1  | $2.76M | Sell | 
         | 
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| 
        
          
      
        2016
         Q4  | $3.19M | Buy | 
         | 
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| 
        
          
      
        2016
         Q3  | $3.04M | Buy | 
         | 
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| 
        
          
      
        2016
         Q1  | $3.01M | Buy | 
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| 
        
          
      
        2015
         Q4  | $2.61M | Buy | 
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| 
        
          
      
        2015
         Q3  | $2.63M | Buy | 
         | 
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| 
        
          
      
        2015
         Q2  | $2.55M | Buy | 
         | 
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| 
        
          
      
        2015
         Q1  | $2.25M | Buy | 
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| 
        
          
      
        2014
         Q4  | $1.62M | Buy | 
         | 
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| 
        
          
      
        2014
         Q3  | $205K | Sell | 
         | 
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| 
        
          
      
        2014
         Q2  | $3.01M | Buy | 
         |