Waypoint Wealth Partners’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 | $8.26M | Hold |
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|
2025
Q1 | $9M | Hold |
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|
2024
Q4 | $10.3M | Hold |
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|
2024
Q3 | $11.2M | Hold |
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|
2024
Q2 | $11.2M | Hold |
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|
2024
Q1 | $12.2M | Hold |
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|
2023
Q4 | $12.9M | Hold |
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|
2023
Q3 | $12.8M | Hold |
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|
2023
Q2 | $14.7M | Hold |
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|
2023
Q1 | $15.9M | Hold |
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|
2022
Q4 | $14.2M | Sell |
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|
2022
Q3 | $13.2M | Buy |
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|
2022
Q2 | $14.9M | Sell |
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|
2022
Q1 | $17.6M | Buy |
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|
2021
Q4 | $17.5M | Hold |
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|
2021
Q3 | $14.9M | Hold |
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|
2021
Q2 | $17M | Hold |
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|
2021
Q1 | $13.9M | Hold |
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|
2020
Q4 | $13.8M | Buy |
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