Selective Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
|||||
|
2025
Q4 | $215K | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $205K | Sell |
|
|||||
|
2023
Q3 | $228K | Sell |
|
|||||
|
2023
Q2 | $407K | Buy |
|
|||||
|
2022
Q4 | $466K | Buy |
|
|||||
|
2022
Q3 | $302K | Sell |
|
|||||
|
2022
Q2 | $584K | Buy |
|
|||||
|
2022
Q1 | $674K | Buy |
|
|||||
|
2021
Q4 | $649K | Sell |
|
|||||
|
2021
Q3 | $597K | Sell |
|
|||||
|
2021
Q2 | $1.09M | Sell |
|
|||||
|
2021
Q1 | $1.1M | Sell |
|
|||||
|
2020
Q4 | $2.11M | Buy |
|
|||||
|
2020
Q3 | $2M | Hold |
|
|||||
|
2020
Q2 | $1.34M | Buy |
|