Strategic Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.8M | Buy |
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|
2025
Q4 | $7.32M | Buy |
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|
2025
Q3 | $90.4K | Sell |
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|
2025
Q2 | $113K | Buy |
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|
2024
Q4 | $324K | Sell |
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|
2024
Q3 | $561K | Sell |
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|
2024
Q2 | $5.54M | Buy |
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|
2024
Q1 | $3.92M | Buy |
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|
2023
Q4 | $454K | Buy |
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|
2023
Q3 | $440K | Buy |
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|
2023
Q2 | $504K | Sell |
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|
2023
Q1 | $577K | Sell |
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|
2022
Q4 | $550K | Buy |
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|
2022
Q3 | $488K | Sell |
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|
2022
Q2 | $1.61M | Buy |
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|
2022
Q1 | $1.74M | Buy |
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|
2021
Q4 | $1.36M | Buy |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $1.13M | Sell |
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|
2021
Q1 | $1.26M | Sell |
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|
2020
Q4 | $1.31M | Sell |
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|
2020
Q3 | $1.33M | Sell |
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|
2020
Q2 | $983K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $4.93K | Buy |
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|
2019
Q2 | $124K | Sell |
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|
2019
Q1 | $184K | Sell |
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|
2018
Q4 | $174K | Sell |
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|
2018
Q3 | $206K | Sell |
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|
2018
Q2 | $196K | Sell |
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|
2018
Q1 | $651K | Sell |
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|
2017
Q4 | $823K | Buy |
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