Summit Financial Wealth Advisors’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 | $221K | Sell |
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|
2025
Q2 | $6.34M | Sell |
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|
2025
Q1 | $7.74M | Sell |
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|
2024
Q4 | $8.24M | Buy |
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|
2024
Q3 | $8.06M | Buy |
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|
2024
Q2 | $7.55M | Buy |
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|
2024
Q1 | $7.91M | Buy |
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|
2023
Q4 | $7.6M | Buy |
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|
2023
Q3 | $6.8M | Sell |
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|
2023
Q2 | $9.13M | Buy |
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|
2023
Q1 | $9.83M | Buy |
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|
2022
Q4 | $8.67M | Buy |
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|
2022
Q3 | $8.18M | Sell |
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|
2022
Q2 | $10.2M | Buy |
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|
2022
Q1 | $11.5M | Buy |
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|
2021
Q4 | $10.5M | Buy |
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|
2021
Q3 | $8.32M | Buy |
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|
2021
Q2 | $9.42M | Buy |
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|
2021
Q1 | $7.45M | Buy |
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|
2020
Q4 | $7.3M | Sell |
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|
2020
Q3 | $7.14M | Sell |
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|
2020
Q2 | $9.31M | Buy |
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|
2020
Q1 | $7.77M | Buy |
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|
2019
Q4 | $5.33M | Sell |
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|
2019
Q3 | $5.56M | Buy |
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|
2019
Q2 | $4.54M | Buy |
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|
2019
Q1 | $4.82M | Buy |
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|
2018
Q4 | $3.88M | Sell |
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|
2018
Q3 | $5.47M | Buy |
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|
2018
Q2 | $3.96M | Sell |
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|
2018
Q1 | $4.07M | Buy |
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|
2017
Q4 | $230K | Buy |
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|
2017
Q3 | $228K | Hold |
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|
2017
Q2 | $210K | Hold |
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|
2017
Q1 | $204K | Sell |
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|
2016
Q4 | $219K | Buy |
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|
2016
Q3 | $208K | Sell |
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|
2016
Q2 | $206K | Sell |
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|
2016
Q1 | $219K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $177K | Hold |
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|
2015
Q2 | $174K | Hold |
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|
2015
Q1 | $179K | Hold |
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|
2014
Q4 | $200K | Buy |
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