Richwood 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
Q3 | $473K | Sell |
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|
2025
Q2 | $615K | Buy |
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|
2025
Q1 | $657K | Sell |
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|
2024
Q4 | $786K | Sell |
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|
2024
Q3 | $867K | Buy |
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|
2024
Q2 | $204K | Sell |
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|
2024
Q1 | $233K | Sell |
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|
2023
Q4 | $265K | Sell |
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|
2023
Q3 | $280K | Sell |
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|
2023
Q2 | $331K | Sell |
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|
2023
Q1 | $488K | Sell |
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|
2022
Q4 | $471K | Sell |
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|
2022
Q3 | $621K | Buy |
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|
2022
Q2 | $595K | Hold |
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|
2022
Q1 | $699K | Buy |
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|
2021
Q4 | $593K | Buy |
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