SkyOak 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
Q2 | $2.36M | Buy |
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|
2025
Q1 | $2.2M | Buy |
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|
2024
Q4 | $2.41M | Buy |
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|
2024
Q3 | $2.33M | Buy |
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|
2024
Q2 | $2.32M | Buy |
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|
2024
Q1 | $2.34M | Buy |
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|
2023
Q4 | $2.34M | Buy |
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|
2023
Q3 | $2.25M | Buy |
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|
2023
Q2 | $2.54M | Buy |
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|
2023
Q1 | $2.5M | Sell |
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|
2022
Q4 | $2.34M | Sell |
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|
2022
Q3 | $2.19M | Buy |
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|
2022
Q2 | $2.46M | Buy |
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|
2022
Q1 | $2.86M | Sell |
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|
2021
Q4 | $3M | Buy |
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|
2021
Q3 | $2.52M | Sell |
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|
2021
Q2 | $2.88M | Sell |
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|
2021
Q1 | $2.84M | Sell |
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|
2020
Q4 | $2.5M | Buy |
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|
2020
Q3 | $2.46M | Sell |
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|
2020
Q2 | $1.77M | Buy |
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