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
Q3 | $348K | Buy |
|
|||||
|
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 |
|