Wambolt & Associates’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 | $4.75M | Sell |
|
|||||
|
2025
Q1 | $4.97M | Sell |
|
|||||
|
2024
Q4 | $5.75M | Sell |
|
|||||
|
2024
Q3 | $6.16M | Buy |
|
|||||
|
2024
Q2 | $6.23M | Buy |
|
|||||
|
2024
Q1 | $6.76M | Sell |
|
|||||
|
2023
Q4 | $7.21M | Buy |
|
|||||
|
2023
Q3 | $5.44M | Sell |
|
|||||
|
2023
Q2 | $6.3M | Sell |
|
|||||
|
2023
Q1 | $6.81M | Sell |
|
|||||
|
2022
Q4 | $6.12M | Buy |
|
|||||
|
2022
Q3 | $5.68M | Hold |
|
|||||
|
2022
Q2 | $6.42M | Sell |
|
|||||
|
2022
Q1 | $7.27M | Sell |
|
|||||
|
2021
Q4 | $7.54M | Buy |
|
|||||
|
2021
Q3 | $6.38M | Hold |
|
|||||
|
2021
Q2 | $7.38M | Buy |
|
|||||
|
2021
Q1 | $5.91M | Sell |
|
|||||
|
2020
Q4 | $5.82M | Buy |
|
|||||
|
2020
Q3 | $5.75M | Sell |
|
|||||
|
2020
Q2 | $4.73M | Buy |
|
|||||
|
2020
Q1 | $3.98M | Sell |
|
|||||
|
2019
Q4 | $4.98M | Buy |
|
|||||
|
2019
Q3 | $5.1M | Sell |
|
|||||
|
2019
Q2 | $5.86M | Buy |
|
|||||
|
2019
Q1 | $6.4M | Sell |
|
|||||
|
2018
Q4 | $5.53M | Buy |
|