TFC Financial Management’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 | $43.8K | Sell |
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|
2025
Q2 | $53.9K | Sell |
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|
2025
Q1 | $59.3K | Sell |
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|
2024
Q4 | $68.5K | Hold |
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|
2024
Q3 | $74.1K | Sell |
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|
2024
Q2 | $79.6K | Buy |
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|
2024
Q1 | $82.4K | Buy |
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|
2023
Q4 | $86.5K | Buy |
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|
2023
Q3 | $83.9K | Sell |
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|
2023
Q2 | $96.7K | Sell |
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|
2023
Q1 | $113K | Buy |
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|
2022
Q4 | $99.3K | Buy |
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|
2022
Q3 | $92K | Hold |
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|
2022
Q2 | $104K | Hold |
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|
2022
Q1 | $122K | Hold |
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|
2021
Q4 | $122K | Buy |
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|
2021
Q3 | $96K | Hold |
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|
2021
Q2 | $110K | Hold |
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|
2021
Q1 | $90K | Hold |
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|
2020
Q4 | $89K | Sell |
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|
2020
Q3 | $121K | Buy |
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