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