SFMG 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
Q2 | $203K | Sell |
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|
2025
Q1 | $233K | Sell |
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|
2024
Q4 | $268K | Buy |
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|
2024
Q3 | $223K | Sell |
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|
2024
Q2 | $226K | Buy |
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|
2024
Q1 | $241K | Buy |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $404K | Buy |
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|
2023
Q2 | $464K | Sell |
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|
2023
Q1 | $702K | Buy |
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|
2022
Q4 | $610K | Buy |
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|
2022
Q3 | $534K | Sell |
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|
2022
Q2 | $614K | Buy |
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|
2022
Q1 | $714K | Sell |
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|
2021
Q4 | $727K | Sell |
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|
2021
Q3 | $666K | Buy |
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|
2021
Q2 | $739K | Sell |
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|
2021
Q1 | $660K | Hold |
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|
2020
Q4 | $654K | Buy |
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|
2020
Q3 | $348K | Buy |
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