Traphagen Investment 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 | – | Sell |
|
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|
2025
Q2 | $286K | Buy |
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|
2025
Q1 | $289K | Buy |
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|
2024
Q4 | $263K | Buy |
|
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|
2024
Q3 | $284K | Sell |
|
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|
2024
Q2 | $304K | Sell |
|
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|
2024
Q1 | $343K | Buy |
|
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|
2023
Q4 | $349K | Buy |
|
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|
2023
Q3 | $346K | Buy |
|
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|
2023
Q2 | $383K | Buy |
|
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|
2023
Q1 | $401K | Sell |
|
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|
2022
Q4 | $395K | Buy |
|
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|
2022
Q3 | $361K | Buy |
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|
2022
Q2 | $407K | Buy |
|
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|
2022
Q1 | $266K | Sell |
|
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|
2021
Q4 | $284K | Buy |
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|
2021
Q3 | $241K | Sell |
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|
2021
Q2 | $2.67M | Buy |
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|
2021
Q1 | $2.51M | Buy |
|