U.S. Capital Wealth 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
$4.31M Sell
2025
Q2
$9.1M Buy
2025
Q1
$8.84M Buy
2024
Q4
$7.7M Sell
2024
Q3
$15.9M Buy
2024
Q2
$14.3M Buy
2024
Q1
$14.7M Buy
2023
Q4
$14.3M Buy
2023
Q3
$9.5M Buy
2023
Q2
$10.7M Buy
2023
Q1
$10.5M Buy
2022
Q4
$8.74M Sell
2022
Q3
$8.13M Buy
2022
Q2
$8.88M Buy
2022
Q1
$9.52M Buy
2021
Q4
$8.37M Sell
2021
Q3
$7.56M Buy