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