Walter & Keenan Wealth Management’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 | – | Sell |
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|
2025
Q1 | $225K | Buy |
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|
2024
Q4 | $236K | Sell |
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|
2024
Q3 | $316K | Sell |
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|
2024
Q2 | $368K | Sell |
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|
2024
Q1 | $409K | Buy |
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|
2023
Q4 | $430K | Buy |
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|
2023
Q3 | $366K | Sell |
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|
2023
Q2 | $652K | Sell |
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|
2023
Q1 | $995K | Buy |
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|
2022
Q4 | $881K | Buy |
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|
2022
Q3 | $778K | Buy |
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|
2022
Q2 | $874K | Buy |
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|
2022
Q1 | $1.03M | Hold |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $872K | Buy |
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|
2021
Q2 | $982K | Sell |
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|
2021
Q1 | $820K | Sell |
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|
2020
Q4 | $1.07M | Buy |
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|
2020
Q3 | $1.05M | Sell |
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|
2020
Q2 | $744K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $624K | Buy |
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|
2019
Q3 | $639K | Buy |
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|
2019
Q2 | $372K | Hold |
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|
2019
Q1 | $402K | Sell |
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|
2018
Q4 | $425K | Sell |
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|
2018
Q3 | $590 | Sell |
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|
2018
Q2 | $537K | Buy |
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|
2018
Q1 | $503K | Sell |
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|
2017
Q4 | $1.52M | Buy |
|
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|
2017
Q3 | $1.5M | Buy |
|
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|
2017
Q2 | $1.27M | Hold |
|
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|
2017
Q1 | $1.23M | Buy |
|
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|
2016
Q4 | $923K | Hold |
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|
2016
Q3 | $880K | Buy |
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|
2016
Q2 | $813K | Hold |
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|
2016
Q1 | $796K | Buy |
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|
2015
Q4 | $265K | Hold |
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|
2015
Q3 | $271K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $1.04M | Hold |
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|
2014
Q1 | $988K | Buy |
|