Visionary 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
Q2
$7.19M Buy
2025
Q1
$7.1M Buy
2024
Q4
$7.58M Sell
2024
Q3
$10.9M Buy
2024
Q2
$8.52M Buy
2024
Q1
$8.97M Buy
2023
Q4
$8.03M Buy
2023
Q3
$7.72M Buy
2023
Q2
$8.82M Buy
2023
Q1
$9.32M Buy
2022
Q4
$8.09M Buy
2022
Q3
$7.11M Buy
2022
Q2
$7.61M Buy
2022
Q1
$8.29M Buy
2021
Q4
$7.6M Buy
2021
Q3
$6.33M Sell
2021
Q2
$7.53M Sell
2021
Q1
$6.17M Sell
2020
Q4
$6.57M Buy
2020
Q3
$6.4M Sell
2020
Q2
$4.57M Buy
2020
Q1
$3.61M Buy
2019
Q4
$4.21M Buy