Southeast Asset 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 | $646K | Sell |
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|
2025
Q1 | $737K | Buy |
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|
2024
Q4 | $593K | Hold |
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|
2024
Q3 | $641K | Hold |
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|
2024
Q2 | $644K | Sell |
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|
2024
Q1 | $705K | Hold |
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|
2023
Q4 | $746K | Hold |
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|
2023
Q3 | $740K | Sell |
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|
2023
Q2 | $899K | Hold |
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|
2023
Q1 | $973K | Buy |
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|
2022
Q4 | $860K | Hold |
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|
2022
Q3 | $799K | Hold |
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|
2022
Q2 | $903K | Hold |
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|
2022
Q1 | $1.06M | Hold |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $901K | Buy |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $1.03M | Hold |
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|
2020
Q4 | $1.02M | Hold |
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|
2020
Q3 | $1.01M | Sell |
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|
2020
Q2 | $674K | Buy |
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|
2020
Q1 | $532K | Buy |
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|
2019
Q4 | $433K | Hold |
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|
2019
Q3 | $443K | Hold |
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|
2019
Q2 | $382K | Hold |
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|
2019
Q1 | $413K | Hold |
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|
2018
Q4 | $361K | Sell |
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|
2018
Q3 | $490K | Hold |
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|
2018
Q2 | $446K | Buy |
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|
2018
Q1 | $419K | Hold |
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|
2017
Q4 | $477K | Hold |
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|
2017
Q3 | $480K | Hold |
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|
2017
Q2 | $442K | Buy |
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|
2017
Q1 | $376K | Hold |
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|
2016
Q4 | $401K | Hold |
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|
2016
Q3 | $383K | Hold |
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|
2016
Q2 | $377K | Hold |
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|
2016
Q1 | $369K | Hold |
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|
2015
Q4 | $337K | Buy |
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