Tanglewood Legacy 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
Q2 | $175K | Hold |
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|
2025
Q1 | $191K | Hold |
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|
2024
Q4 | $219K | Hold |
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|
2024
Q3 | $236K | Hold |
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|
2024
Q2 | $237K | Hold |
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|
2024
Q1 | $258K | Hold |
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|
2023
Q4 | $273K | Sell |
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|
2023
Q3 | $279K | Hold |
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|
2023
Q2 | $321K | Sell |
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|
2023
Q1 | $356K | Hold |
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|
2022
Q4 | $319K | Buy |
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