Transamerica Financial 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 | $1.5K | Sell |
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|
2025
Q1 | $4K | Hold |
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|
2024
Q4 | $4K | Sell |
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|
2024
Q3 | $7K | Sell |
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|
2024
Q2 | $982K | Hold |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $956K | Sell |
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|
2023
Q3 | $1.32M | Buy |
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|
2023
Q2 | $1.51M | Buy |
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|
2023
Q1 | $1.59M | Buy |
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|
2022
Q4 | $1.38M | Buy |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $1K | Hold |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Hold |
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|
2021
Q2 | $1K | Hold |
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|
2021
Q1 | $1K | Hold |
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|
2020
Q4 | $1K | Sell |
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|
2020
Q3 | $2K | Sell |
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|
2020
Q2 | $256K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $146K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $63K | Buy |
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|
2018
Q3 | $37K | Buy |
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|
2018
Q2 | $1K | Buy |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Sell |
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|
2017
Q3 | $1K | Sell |
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|
2017
Q2 | $1K | Hold |
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|
2017
Q1 | $1K | Sell |
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|
2016
Q4 | $1K | Sell |
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|
2016
Q3 | $3K | Sell |
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|
2016
Q2 | $3K | Sell |
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|
2016
Q1 | $33K | Sell |
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|
2015
Q4 | $711K | Buy |
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|
2015
Q3 | $689K | Buy |
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|
2015
Q2 | $645K | Buy |
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|
2015
Q1 | $638K | Buy |
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|
2014
Q4 | $669K | Buy |
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|
2014
Q3 | $499K | Buy |
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|
2014
Q2 | $515K | Buy |
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|
2014
Q1 | $68K | Buy |
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|
2013
Q4 | $71K | Sell |
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|
2013
Q3 | $492K | Buy |
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|
2013
Q2 | $360K | Buy |
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