Sheets Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $247K | Buy |
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|
2025
Q1 | $267K | Hold |
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|
2024
Q4 | $306K | Buy |
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|
2024
Q3 | $249K | Sell |
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|
2024
Q2 | $2.52M | Sell |
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|
2024
Q1 | $2.87M | Sell |
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|
2023
Q4 | $3.39M | Sell |
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|
2023
Q3 | $3.41M | Sell |
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|
2023
Q2 | $4M | Buy |
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|
2023
Q1 | $4.31M | Buy |
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|
2022
Q4 | $3.87M | Buy |
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|
2022
Q3 | $3.54M | Buy |
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|
2022
Q2 | $3.9M | Sell |
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|
2022
Q1 | $4.79M | Buy |
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|
2021
Q4 | $4.79M | Hold |
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|
2021
Q3 | $4.07M | Sell |
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|
2021
Q2 | $4.69M | Sell |
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|
2021
Q1 | $3.87M | Buy |
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|
2020
Q4 | $3.82M | Buy |
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|
2020
Q3 | $3.78M | Buy |
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|
2020
Q2 | $1.93M | Buy |
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