Strategic Wealth Investment 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
Q3 | – | Sell |
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|
2025
Q2 | $2.93K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $3.75M | Sell |
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|
2024
Q3 | $4.37M | Buy |
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|
2024
Q2 | $295K | Buy |
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|
2023
Q4 | $400K | Sell |
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|
2023
Q3 | $500K | Buy |
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|
2023
Q2 | $568K | Buy |
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|
2023
Q1 | $557K | Buy |
|
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|
2022
Q4 | $470K | Buy |
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|
2022
Q3 | $372K | Sell |
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|
2022
Q2 | $884K | Sell |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $913K | Buy |
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|
2021
Q2 | $993K | Buy |
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|
2021
Q1 | $327K | Sell |
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|
2020
Q4 | $325K | Sell |
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|
2020
Q3 | $339K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $244K | Buy |
|