Waverly 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 | $17.4M | Buy |
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|
2025
Q1 | $17.6M | Buy |
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|
2024
Q4 | $19M | Buy |
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|
2024
Q3 | $11.6M | Sell |
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|
2024
Q2 | $11.7M | Buy |
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|
2024
Q1 | $12.4M | Buy |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $1.01M | Buy |
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|
2023
Q2 | $458K | Buy |
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|
2023
Q1 | $474K | Sell |
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|
2022
Q4 | $433K | Buy |
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|
2022
Q3 | $399K | Buy |
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|
2022
Q2 | $221K | Sell |
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|
2022
Q1 | $288K | Sell |
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|
2021
Q4 | $289K | Sell |
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|
2021
Q3 | $333K | Buy |
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|
2021
Q2 | $292K | Buy |
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|
2021
Q1 | $248K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $211K | Sell |
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|
2020
Q2 | $219K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $207K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $68K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $25K | Hold |
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|
2015
Q2 | $24K | Hold |
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|
2015
Q1 | $24K | Hold |
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|
2014
Q4 | $28K | Buy |
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|
2014
Q3 | $6K | Hold |
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|
2014
Q2 | $7K | Hold |
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|
2014
Q1 | $6K | Sell |
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|
2013
Q4 | $120K | Buy |
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|
2013
Q3 | $98K | Buy |
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