SC&H Financial 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 | – | Sell |
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|
2025
Q2 | $240K | Sell |
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|
2025
Q1 | $470K | Sell |
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|
2024
Q4 | $665K | Hold |
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|
2024
Q3 | $719K | Buy |
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|
2024
Q2 | $721K | Buy |
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|
2024
Q1 | $760K | Buy |
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|
2023
Q4 | $647K | Hold |
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|
2023
Q3 | $641K | Buy |
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|
2023
Q2 | $737K | Sell |
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|
2023
Q1 | $799K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $529K | Buy |
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|
2022
Q1 | $600K | Buy |
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|
2021
Q4 | $579K | Buy |
|