Schechter 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
Q1 | $557K | Sell |
|
|||||
|
2024
Q4 | $705K | Sell |
|
|||||
|
2024
Q3 | $819K | Sell |
|
|||||
|
2024
Q2 | $1.11M | Buy |
|
|||||
|
2024
Q1 | $900K | Sell |
|
|||||
|
2023
Q4 | $1.18M | Buy |
|
|||||
|
2023
Q3 | $1.07M | Sell |
|
|||||
|
2023
Q2 | $1.39M | Sell |
|
|||||
|
2023
Q1 | $1.64M | Sell |
|
|||||
|
2022
Q4 | $1.62M | Buy |
|
|||||
|
2022
Q3 | $1.39M | Sell |
|
|||||
|
2022
Q2 | $1.6M | Sell |
|
|||||
|
2022
Q1 | $2.13M | Buy |
|
|||||
|
2021
Q4 | $2.12M | Buy |
|