Simplicity Wealth’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 | $338K | Sell |
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|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $1.39M | Buy |
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|
2024
Q4 | $675K | Sell |
|
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|
2024
Q3 | $1.77M | Sell |
|
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|
2024
Q2 | $5.31M | Buy |
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|
2024
Q1 | $5.73M | Buy |
|
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|
2023
Q4 | $389K | Buy |
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|
2023
Q3 | $280K | Buy |
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|
2023
Q2 | $314K | Hold |
|
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|
2023
Q1 | $339K | Sell |
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|
2022
Q4 | $305K | Buy |
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|
2022
Q3 | $283K | Hold |
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|
2022
Q2 | $319K | Sell |
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|
2022
Q1 | $388K | Buy |
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