Valmark Advisers’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 | $403K | Buy |
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|
2025
Q2 | $459K | Buy |
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|
2025
Q1 | $482K | Sell |
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|
2024
Q4 | $577K | Sell |
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|
2024
Q3 | $685K | Buy |
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|
2024
Q2 | $674K | Sell |
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|
2024
Q1 | $744K | Buy |
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|
2023
Q4 | $770K | Sell |
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|
2023
Q3 | $781K | Buy |
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|
2023
Q2 | $876K | Sell |
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|
2023
Q1 | $960K | Sell |
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|
2022
Q4 | $862K | Buy |
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|
2022
Q3 | $760K | Buy |
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|
2022
Q2 | $842K | Sell |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $995K | Buy |
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|
2021
Q3 | $818K | Sell |
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|
2021
Q2 | $980K | Buy |
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|
2021
Q1 | $755K | Buy |
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|
2020
Q4 | $708K | Buy |
|