Plancorp LLC’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
Q4 | $258K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $236K | Sell |
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|
2025
Q1 | $266K | Buy |
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|
2024
Q4 | $301K | Buy |
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|
2024
Q3 | $268K | Buy |
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|
2024
Q2 | $252K | Sell |
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|
2024
Q1 | $280K | Buy |
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|
2023
Q4 | $269K | Buy |
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|
2023
Q3 | $237K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $270K | Sell |
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|
2020
Q2 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $221K | Sell |
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|
2019
Q3 | $230K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $226K | Buy |
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