Valley Wealth Managers’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
Q2 | – | Sell |
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|
2025
Q1 | $3.75M | Buy |
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|
2024
Q4 | $2.25M | Sell |
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|
2024
Q3 | $3.72M | Buy |
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|
2024
Q2 | $3.56M | Sell |
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|
2024
Q1 | $4.05M | Buy |
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|
2023
Q4 | $4.19M | Buy |
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|
2023
Q3 | $3.97M | Sell |
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|
2023
Q2 | $4.64M | Buy |
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|
2023
Q1 | $4.85M | Buy |
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|
2022
Q4 | $4.34M | Buy |
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|
2022
Q3 | $3.99M | Sell |
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|
2022
Q2 | $4.53M | Buy |
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|
2022
Q1 | $4.93M | Buy |
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|
2021
Q4 | $4.9M | Buy |
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|
2021
Q3 | $4.14M | Sell |
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|
2021
Q2 | $4.73M | Buy |
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|
2021
Q1 | $3.72M | Buy |
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|
2020
Q4 | $3.13M | Sell |
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|
2020
Q3 | $3.15M | Sell |
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|
2020
Q2 | $2.9M | Sell |
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|
2020
Q1 | $2.54M | Buy |
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|
2019
Q4 | $2.7M | Buy |
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|
2019
Q3 | $2.33M | Sell |
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|
2019
Q2 | $2.12M | Buy |
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|
2019
Q1 | $1.57M | Buy |
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|
2018
Q4 | $1.29M | Sell |
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|
2018
Q3 | $1.68M | Sell |
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|
2018
Q2 | $1.54M | Sell |
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|
2018
Q1 | $1.57M | Buy |
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|
2017
Q4 | $1.74M | Buy |
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|
2017
Q3 | $1.75M | Sell |
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|
2017
Q2 | $1.63M | Sell |
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|
2017
Q1 | $1.69M | Buy |
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|
2016
Q4 | $1.58M | Sell |
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|
2016
Q3 | $1.53M | Buy |
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