United Asset Strategies’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 | $2.27M | Buy |
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|
2025
Q2 | $2.74M | Buy |
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|
2025
Q1 | $2.66M | Buy |
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|
2024
Q4 | $2.81M | Buy |
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|
2024
Q3 | $2.49M | Sell |
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|
2024
Q2 | $2.71M | Buy |
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|
2024
Q1 | $2.86M | Buy |
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|
2023
Q4 | $2.92M | Buy |
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|
2023
Q3 | $2.8M | Sell |
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|
2023
Q2 | $3.61M | Buy |
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|
2023
Q1 | $3.36M | Sell |
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|
2022
Q4 | $3.01M | Buy |
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|
2022
Q3 | $2.35M | Buy |
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|
2022
Q2 | $2.62M | Buy |
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|
2022
Q1 | $3.07M | Sell |
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|
2021
Q4 | $3.07M | Sell |
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|
2021
Q3 | $2.73M | Sell |
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|
2021
Q2 | $3.25M | Buy |
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|
2021
Q1 | $2.3M | Buy |
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|
2020
Q4 | $2.27M | Buy |
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|
2020
Q3 | $2.24M | Buy |
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|
2020
Q2 | $1.49M | Sell |
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|
2020
Q1 | $1.25M | Sell |
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|
2019
Q4 | $1.58M | Sell |
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|
2019
Q3 | $1.65M | Buy |
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|
2019
Q2 | $1.42M | Buy |
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|
2019
Q1 | $1.53M | Buy |
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|
2018
Q4 | $982K | Sell |
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|
2018
Q3 | $1.18M | Buy |
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|
2018
Q2 | $1.07M | Sell |
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|
2018
Q1 | $1.08M | Sell |
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|
2017
Q4 | $1.64M | Buy |
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|
2017
Q3 | $1.66M | Buy |
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|
2017
Q2 | $1.52M | Buy |
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|
2017
Q1 | $1.48M | Buy |
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|
2016
Q4 | $1.58M | Sell |
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|
2016
Q3 | $1.69M | Buy |
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|
2016
Q2 | $1.64M | Sell |
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|
2016
Q1 | $2.06M | Sell |
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|
2015
Q4 | $1.91M | Sell |
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|
2015
Q3 | $2.02M | Buy |
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|
2015
Q2 | $1.98M | Buy |
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|
2015
Q1 | $2.05M | Sell |
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|
2014
Q4 | $2.27M | Sell |
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|
2014
Q3 | $2.04M | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $2.07M | Buy |
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|
2013
Q4 | $1.37M | Buy |
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|
2013
Q3 | $1.17M | Sell |
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|
2013
Q2 | $1.11M | Buy |
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