Smith Salley 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 | $300K | Buy |
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|
2025
Q2 | $353K | Sell |
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|
2025
Q1 | $425K | Sell |
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|
2024
Q4 | $493K | Sell |
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|
2024
Q3 | $551K | Buy |
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|
2024
Q2 | $546K | Sell |
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|
2024
Q1 | $615K | Sell |
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|
2023
Q4 | $3.4M | Sell |
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|
2023
Q3 | $3.44M | Sell |
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|
2023
Q2 | $3.99M | Buy |
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|
2023
Q1 | $3.26M | Buy |
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|
2022
Q4 | $2.91M | Buy |
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|
2022
Q3 | $2.65M | Buy |
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|
2022
Q2 | $2.95M | Buy |
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|
2022
Q1 | $2.66M | Buy |
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|
2021
Q4 | $2.6M | Buy |
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|
2021
Q3 | $2.17M | Buy |
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|
2021
Q2 | $2.36M | Sell |
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|
2021
Q1 | $1.99M | Sell |
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|
2020
Q4 | $2.02M | Sell |
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|
2020
Q3 | $2.91M | Sell |
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|
2020
Q2 | $1.96M | Buy |
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|
2020
Q1 | $1.56M | Sell |
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|
2019
Q4 | $2.02M | Sell |
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|
2019
Q3 | $2.09M | Buy |
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|
2019
Q2 | $1.66M | Sell |
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|
2019
Q1 | $1.84M | Buy |
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|
2018
Q4 | $1.45M | Sell |
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|
2018
Q3 | $1.93M | Sell |
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|
2018
Q2 | $1.85M | Buy |
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|
2018
Q1 | $1.78M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $491K | Sell |
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|
2014
Q3 | $476K | Sell |
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|
2014
Q2 | $598K | Buy |
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