Sterling Investment Advisors (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $2.94M | Sell |
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|
2023
Q4 | $3.38M | Sell |
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|
2023
Q3 | $3.41M | Sell |
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|
2023
Q2 | $3.93M | Sell |
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|
2023
Q1 | $4.34M | Buy |
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|
2022
Q4 | $3.83M | Buy |
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|
2022
Q3 | $3.46M | Buy |
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|
2022
Q2 | $3.9M | Buy |
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|
2022
Q1 | $4.54M | Sell |
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|
2021
Q4 | $4.64M | Buy |
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|
2021
Q3 | $3.93M | Buy |
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|
2021
Q2 | $4.47M | Sell |
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|
2021
Q1 | $3.69M | Sell |
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|
2020
Q4 | $3.66M | Sell |
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|
2020
Q3 | $3.68M | Buy |
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|
2020
Q2 | $2.34M | Buy |
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|
2020
Q1 | $1.33M | Buy |
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|
2019
Q4 | $733K | Buy |
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|
2019
Q3 | $750K | Buy |
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|
2019
Q2 | $620K | Sell |
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|
2019
Q1 | $729K | Buy |
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|
2018
Q4 | $592K | Buy |
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|
2018
Q3 | $548K | Buy |
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|
2018
Q2 | $486K | Buy |
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|
2018
Q1 | $324K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $3K | Buy |
|