Perennial Investment 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 | – | Sell |
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|
2025
Q1 | $206K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $365K | Buy |
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|
2024
Q2 | $245K | Buy |
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|
2024
Q1 | $260K | Sell |
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|
2023
Q4 | $320K | Sell |
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|
2023
Q3 | $373K | Sell |
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|
2023
Q2 | $446K | Buy |
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|
2023
Q1 | $482K | Hold |
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|
2022
Q4 | $432K | Buy |
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|
2022
Q3 | $395K | Buy |
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|
2022
Q2 | $352K | Hold |
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|
2022
Q1 | $414K | Sell |
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|
2021
Q4 | $569K | Buy |
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|
2021
Q3 | $407K | Sell |
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|
2021
Q2 | $469K | Sell |
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|
2021
Q1 | $386K | Buy |
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