Vance Wealth’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 | $292K | Buy |
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|
2025
Q1 | $310K | Sell |
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|
2024
Q4 | $377K | Buy |
|
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|
2024
Q3 | $404K | Sell |
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|
2024
Q2 | $406K | Sell |
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|
2024
Q1 | $442K | Buy |
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|
2023
Q4 | $464K | Buy |
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|
2023
Q3 | $460K | Hold |
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|
2023
Q2 | $529K | Hold |
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|
2023
Q1 | $572K | Buy |
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|
2022
Q4 | $507K | Hold |
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|
2022
Q3 | $471K | Buy |
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|
2022
Q2 | $507K | Hold |
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|
2022
Q1 | $596K | Sell |
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|
2021
Q4 | $616K | Buy |
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