Pinnacle Wealth Planning Services’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 | $219K | Sell |
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|
2025
Q2 | $294K | Buy |
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|
2025
Q1 | $243K | Buy |
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|
2024
Q4 | $279K | Sell |
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|
2024
Q3 | $396K | Buy |
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|
2024
Q2 | $388K | Sell |
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|
2024
Q1 | $619K | Buy |
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|
2023
Q4 | $638K | Sell |
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|
2023
Q3 | $655K | Buy |
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|
2023
Q2 | $724K | Sell |
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|
2023
Q1 | $960K | Buy |
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|
2022
Q4 | $755K | Sell |
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|
2022
Q3 | $945K | Sell |
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|
2022
Q2 | $1.1M | Buy |
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $1.05M | Buy |
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|
2021
Q3 | $829K | Sell |
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|
2021
Q2 | $960K | Buy |
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|
2021
Q1 | $777K | Buy |
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|
2020
Q4 | $737K | Buy |
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|
2020
Q3 | $708K | Buy |
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|
2020
Q2 | $458K | Buy |
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|
2020
Q1 | $250K | Sell |
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|
2019
Q4 | $464K | Buy |
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|
2019
Q3 | $400K | Buy |
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|
2019
Q2 | $263K | Buy |
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|
2019
Q1 | $223K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $297K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $89K | Buy |
|