Shepherd Financial Partners’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
Q4 | – | Sell |
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|
2025
Q3 | $216K | Sell |
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|
2025
Q2 | $292K | Buy |
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|
2025
Q1 | $306K | Sell |
|
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|
2024
Q4 | $365K | Sell |
|
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|
2024
Q3 | $491K | Buy |
|
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|
2024
Q2 | $423K | Buy |
|
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|
2024
Q1 | $446K | Buy |
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|
2023
Q4 | $447K | Buy |
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|
2023
Q3 | $427K | Buy |
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|
2023
Q2 | $402K | Buy |
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|
2023
Q1 | $377K | Buy |
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|
2022
Q4 | $337K | Buy |
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|
2022
Q3 | $220K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.97M | Buy |
|