Personal CFO Solutions’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  | $212K | Sell | 
         | 
    |||||
| 
        
          
      
        2025
         Q1  | $372K | Buy | 
         | 
    |||||
| 
        
          
      
        2024
         Q4  | $372K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $429K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $440K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $486K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $478K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $482K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $513K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $554K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $503K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $456K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $498K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $538K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q4  | $513K | Sell | 
         | 
    |||||
| 
        
          
      
        2021
         Q3  | $447K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q2  | $468K | Buy | 
         | 
    |||||
| 
        
          
      
        2021
         Q1  | $338K | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q4  | $394K | Buy | 
         | 
    |||||
| 
        
          
      
        2020
         Q3  | $0 | Buy | 
         |