Symphony Financial’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 | $976K | Sell |
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|
2025
Q2 | $1.22M | Buy |
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|
2025
Q1 | $652K | Buy |
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|
2024
Q4 | $837K | Buy |
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|
2024
Q3 | $605K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $221K | Sell |
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|
2023
Q1 | $244K | Sell |
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|
2022
Q4 | $230K | Sell |
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|
2022
Q3 | $271K | Buy |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $308K | Buy |
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|
2021
Q4 | $248K | Buy |
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