Soltis Investment 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
Q2
$4.23M Buy
2025
Q1
$4.08M Buy
2024
Q4
$3.99M Sell
2024
Q3
$4.58M Buy
2024
Q2
$4.36M Buy
2024
Q1
$4.58M Buy
2023
Q4
$4.53M Sell
2023
Q3
$5.04M Buy
2023
Q2
$5.53M Sell
2023
Q1
$8.03M Buy
2022
Q4
$4.14M Buy
2022
Q3
$3.32M Buy
2022
Q2
$2.17M Buy
2022
Q1
$2.08M Buy
2021
Q4
$1.78M Buy
2021
Q3
$1.42M Buy
2021
Q2
$1.56M Sell
2021
Q1
$1.56M Buy
2020
Q4
$1.32M Sell
2020
Q3
$1.45M Sell
2020
Q2
$974K Buy
2020
Q1
$527K Buy
2019
Q4
$499K Buy