Sterling Financial Planning’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
Q1 | – | Sell |
|
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|
2024
Q4 | $278K | Hold |
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|
2024
Q3 | $300K | Sell |
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|
2024
Q2 | $356K | Hold |
|
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|
2024
Q1 | $386K | Sell |
|
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|
2023
Q4 | $468K | Hold |
|
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|
2023
Q3 | $464K | Hold |
|
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|
2023
Q2 | $533K | Sell |
|
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|
2023
Q1 | $709K | Buy |
|
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|
2022
Q4 | $613K | Sell |
|
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|
2022
Q3 | $606K | Hold |
|
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|
2022
Q2 | $684K | Buy |
|
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|
2022
Q1 | $703K | Sell |
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|
2021
Q4 | $793K | Sell |
|
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|
2021
Q3 | $710K | Hold |
|
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|
2021
Q2 | $811K | Buy |
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|
2021
Q1 | $662K | Sell |
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|
2020
Q4 | $739K | Buy |
|