Rise 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
Q4 | – | Sell |
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|
2025
Q3 | $87.1K | Buy |
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|
2025
Q2 | $104K | Sell |
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|
2025
Q1 | $125K | Buy |
|
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|
2024
Q4 | $139K | Sell |
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|
2024
Q3 | $193K | Sell |
|
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|
2024
Q2 | $229K | Sell |
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|
2024
Q1 | $263K | Buy |
|
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|
2023
Q4 | $243K | Buy |
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|
2023
Q3 | $194K | Buy |
|
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|
2023
Q2 | $148K | Buy |
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|
2023
Q1 | $144K | Buy |
|
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|
2022
Q4 | $90.7K | Buy |
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|
2022
Q3 | $62K | Buy |
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|
2022
Q2 | $64K | Buy |
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|
2022
Q1 | $37K | Sell |
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|
2021
Q4 | $37.5K | Buy |
|