Toth Financial Advisory’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 | $55K | Buy |
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|
2025
Q2 | $66.1K | Sell |
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|
2025
Q1 | $79.9K | Buy |
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|
2024
Q4 | $86.5K | Sell |
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|
2024
Q3 | $96.6K | Sell |
|
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|
2024
Q2 | $112K | Sell |
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|
2024
Q1 | $127K | Sell |
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|
2023
Q4 | $136K | Sell |
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|
2023
Q3 | $138K | Sell |
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|
2023
Q2 | $161K | Sell |
|
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|
2023
Q1 | $178K | Buy |
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|
2022
Q4 | $133K | Buy |
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|
2022
Q3 | $122K | Buy |
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|
2022
Q2 | $138K | Buy |
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|
2022
Q1 | $154K | Buy |
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|
2021
Q4 | $152K | Buy |
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|
2021
Q3 | $126K | Buy |
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|
2021
Q2 | $144K | Buy |
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|
2021
Q1 | $82K | Buy |
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|
2020
Q4 | $81K | Buy |
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|
2020
Q3 | $80K | Buy |
|
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|
2020
Q2 | $54K | Buy |
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|
2020
Q1 | $45K | Buy |
|
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|
2019
Q4 | $56K | Sell |
|
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|
2019
Q3 | $315K | Buy |
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|
2019
Q2 | $49K | Sell |
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|
2019
Q1 | $58K | Buy |
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|
2018
Q4 | $51K | Sell |
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|
2018
Q3 | $71K | Buy |
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|
2018
Q2 | $64K | Buy |
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|
2018
Q1 | $58K | Buy |
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|
2017
Q4 | $54K | Buy |
|