Waller Financial Planning 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 | $1.14M | Hold |
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|
2025
Q2 | $1.37M | Hold |
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|
2025
Q1 | $1.5M | Hold |
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|
2024
Q4 | $1.71M | Hold |
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|
2024
Q3 | $1.85M | Hold |
|
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|
2024
Q2 | $1.86M | Hold |
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|
2024
Q1 | $2.02M | Hold |
|
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|
2023
Q4 | $2.14M | Hold |
|
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|
2023
Q3 | $2.12M | Hold |
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|
2023
Q2 | $2.44M | Hold |
|
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|
2023
Q1 | $2.64M | Hold |
|
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|
2022
Q4 | $2.36M | Hold |
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|
2022
Q3 | $2.2M | Hold |
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|
2022
Q2 | $2.48M | Hold |
|
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|
2022
Q1 | $2.92M | Sell |
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|
2021
Q4 | $3.07M | Sell |
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|
2021
Q3 | $2.68M | Hold |
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|
2021
Q2 | $3.06M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $465K | Buy |
|