Waypoint Wealth Counsel’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 | $240K | Buy |
|
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|
2025
Q2 | $283K | Sell |
|
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|
2025
Q1 | $325K | Buy |
|
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|
2024
Q4 | $295K | Sell |
|
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|
2024
Q3 | $328K | Buy |
|
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|
2024
Q2 | $323K | Sell |
|
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|
2024
Q1 | $357K | Sell |
|
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|
2023
Q4 | $381K | Sell |
|
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|
2023
Q3 | $425K | Sell |
|
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|
2023
Q2 | $495K | Buy |
|
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|
2023
Q1 | $531K | Buy |
|
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|
2022
Q4 | $467K | Buy |
|