Regal Investment Advisors’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
Q2 | $708K | Buy |
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|
2025
Q1 | $746K | Sell |
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|
2024
Q4 | $1.46M | Buy |
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|
2024
Q3 | $1.49M | Buy |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $1.22M | Buy |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.39M | Buy |
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|
2023
Q1 | $1.35M | Buy |
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $1.27M | Buy |
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|
2021
Q4 | $1.05M | Sell |
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|
2021
Q3 | $1.01M | Buy |
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|
2021
Q2 | $1.1M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $665K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $691K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $385K | Sell |
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|
2019
Q2 | $417K | Buy |
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|
2019
Q1 | $262K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $14K | Sell |
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|
2015
Q2 | $322K | Sell |
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|
2015
Q1 | $327K | Sell |
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|
2014
Q4 | $483K | Sell |
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|
2014
Q3 | $631K | Hold |
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|
2014
Q2 | $659K | Buy |
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|
2014
Q1 | $621K | Sell |
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|
2013
Q4 | $683K | Buy |
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|
2013
Q3 | $582K | Sell |
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|
2013
Q2 | $638K | Buy |
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