Retirement Planning Company of New England’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 | $225K | Sell |
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|
2025
Q2 | $275K | Sell |
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|
2025
Q1 | $333K | Buy |
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|
2024
Q4 | $318K | Buy |
|
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|
2024
Q3 | $328K | Buy |
|
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|
2024
Q2 | $276K | Buy |
|
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|
2024
Q1 | $294K | Buy |
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|
2023
Q4 | $238K | Buy |
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|
2023
Q3 | $235K | Sell |
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|
2023
Q2 | $287K | Sell |
|
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|
2023
Q1 | $312K | Buy |
|
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|
2022
Q4 | $277K | Buy |
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|
2022
Q3 | $244K | Buy |
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|
2022
Q2 | $274K | Buy |
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|
2022
Q1 | $317K | Sell |
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|
2021
Q4 | $318K | Buy |
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