Strait & Sound Wealth Management’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
Q3
$578K Sell
2025
Q2
$761K Buy
2025
Q1
$646K Buy
2024
Q3
Sell
2024
Q2
$219K Sell
2024
Q1
$469K Sell
2023
Q4
$496K Hold
2023
Q3
$501K Buy
2023
Q2
Sell
2023
Q1
$355K Hold
2022
Q4
$327K Buy