SOA Wealth Advisors’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 | $552K | Buy |
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|
2025
Q2 | $639K | Sell |
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|
2025
Q1 | $869K | Buy |
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|
2024
Q4 | $995K | Buy |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.34M | Buy |
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|
2023
Q4 | $1.42M | Buy |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $1.61M | Buy |
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|
2023
Q1 | $1.74M | Sell |
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|
2022
Q4 | $1.58M | Sell |
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|
2022
Q3 | $1.47M | Sell |
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|
2022
Q2 | $1.66M | Buy |
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|
2022
Q1 | $1.95M | Buy |
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|
2021
Q4 | $1.86M | Hold |
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|
2021
Q3 | $1.58M | Buy |
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|
2021
Q2 | $1.79M | Hold |
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|
2021
Q1 | $1.47M | Sell |
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|
2020
Q4 | $1.43M | Buy |
|