Trek Financial’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 | $240K | Sell |
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|
2025
Q2 | $301K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $858K | Buy |
|
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|
2024
Q3 | $648K | Buy |
|
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|
2024
Q2 | $503K | Buy |
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|
2024
Q1 | $389K | Buy |
|
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $616K | Buy |
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|
2023
Q2 | $612K | Sell |
|
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|
2023
Q1 | $699K | Buy |
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|
2022
Q4 | $425K | Buy |
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|
2022
Q3 | $296K | Sell |
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|
2022
Q2 | $657K | Buy |
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|
2022
Q1 | $544K | Buy |
|
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|
2021
Q4 | $536K | Sell |
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|
2021
Q3 | $602K | Buy |
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|
2021
Q2 | $545K | Buy |
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|
2021
Q1 | $424K | Buy |
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|
2020
Q4 | $276K | Buy |
|