Phoenix Financial’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 | $407K | Buy |
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|
2025
Q2 | $370K | Sell |
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|
2025
Q1 | $1.73M | Buy |
|
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|
2024
Q4 | $677K | Sell |
|
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|
2024
Q3 | $851K | Buy |
|
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|
2024
Q2 | $505K | Sell |
|
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|
2024
Q1 | $4.66M | Buy |
|
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|
2023
Q4 | $3.82M | Buy |
|
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|
2023
Q3 | $2.98M | Buy |
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|
2023
Q2 | $3.42M | Buy |
|
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|
2023
Q1 | $3.02M | Buy |
|
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|
2022
Q4 | $2.05M | Sell |
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|
2022
Q3 | $2.06M | Buy |
|
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|
2022
Q2 | $2.13M | Buy |
|
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|
2022
Q1 | $2.09M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $323K | Buy |
|