Ridgecrest Wealth Partners’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 | $230K | Buy |
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|
2025
Q2 | $228K | Buy |
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|
2025
Q1 | $218K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $200K | Sell |
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|
2024
Q1 | $238K | Hold |
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|
2023
Q4 | $252K | Sell |
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|
2023
Q3 | $335K | Hold |
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|
2023
Q2 | $386K | Buy |
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|
2023
Q1 | $404K | Hold |
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|
2022
Q4 | $362K | Buy |
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|
2022
Q3 | $325K | Buy |
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|
2022
Q2 | $355K | Buy |
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|
2022
Q1 | $378K | Hold |
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|
2021
Q4 | $378K | Hold |
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|
2021
Q3 | $321K | Hold |
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|
2021
Q2 | $367K | Buy |
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|
2021
Q1 | $285K | Buy |
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