Sound View Wealth Advisors Group’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 | $460K | Buy |
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|
2025
Q1 | $387K | Sell |
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|
2024
Q4 | $597K | Buy |
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|
2024
Q3 | $462K | Sell |
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|
2024
Q2 | $731K | Buy |
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|
2024
Q1 | $702K | Buy |
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|
2023
Q4 | $726K | Buy |
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|
2023
Q3 | $671K | Buy |
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|
2023
Q2 | $748K | Sell |
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|
2023
Q1 | $814K | Sell |
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|
2022
Q4 | $726K | Buy |
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|
2022
Q3 | $456K | Buy |
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|
2022
Q2 | $499K | Sell |
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|
2022
Q1 | $589K | Buy |
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|
2021
Q4 | $588K | Buy |
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|
2021
Q3 | $444K | Buy |
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|
2021
Q2 | $498K | Buy |
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|
2021
Q1 | $400K | Buy |
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|
2020
Q4 | $384K | Buy |
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|
2020
Q3 | $379K | Buy |
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|
2020
Q2 | $247K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $230K | Sell |
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|
2019
Q3 | $307K | Sell |
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|
2019
Q2 | $299K | Buy |
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