Transcend Capital 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
Q3 | $275K | Sell |
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|
2025
Q2 | $402K | Sell |
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|
2025
Q1 | $531K | Buy |
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|
2024
Q4 | $528K | Sell |
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|
2024
Q3 | $669K | Sell |
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|
2024
Q2 | $735K | Sell |
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|
2024
Q1 | $807K | Buy |
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|
2023
Q4 | $551K | Sell |
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|
2023
Q3 | $591K | Sell |
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|
2023
Q2 | $751K | Sell |
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|
2023
Q1 | $2.26M | Sell |
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|
2022
Q4 | $2.27M | Buy |
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|
2022
Q3 | $2.04M | Buy |
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|
2022
Q2 | $2.13M | Buy |
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|
2022
Q1 | $2.46M | Buy |
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|
2021
Q4 | $2.34M | Buy |
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|
2021
Q3 | $2.16M | Sell |
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|
2021
Q2 | $2.08M | Buy |
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|
2021
Q1 | $1.62M | Sell |
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|
2020
Q4 | $1.63M | Buy |
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|
2020
Q3 | $281K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $272K | Buy |
|