San Luis Wealth 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 | $3.19M | Sell |
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|
2025
Q2 | $3.19M | Buy |
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|
2025
Q1 | $557K | Sell |
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|
2024
Q4 | $796K | Buy |
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|
2024
Q3 | $676K | Buy |
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|
2024
Q2 | $328K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.68M | Buy |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $635K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $691K | Buy |
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