Wallace Advisory Group’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 | $330K | Sell |
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|
2025
Q2 | $507K | Buy |
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|
2025
Q1 | $485K | Sell |
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|
2024
Q4 | $552K | Buy |
|
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|
2024
Q3 | $475K | Hold |
|
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|
2024
Q2 | $475K | Buy |
|
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|
2024
Q1 | $209K | Sell |
|
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|
2023
Q4 | $479K | Sell |
|
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|
2023
Q3 | $579K | Buy |
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|
2023
Q2 | $591K | Hold |
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|
2023
Q1 | $591K | Buy |
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|
2022
Q4 | $519K | Buy |
|