WBI Investments’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 | $3.59M | Sell |
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|
2025
Q1 | $5.28M | Buy |
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|
2024
Q4 | $3.08M | Buy |
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|
2024
Q3 | $2.85M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.14M | Sell |
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|
2022
Q4 | $1.99M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $5.62M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $5.24M | Sell |
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|
2021
Q1 | $8.25M | Sell |
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|
2020
Q4 | $8.58M | Sell |
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|
2020
Q3 | $11.8M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $6.1M | Buy |
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|
2019
Q3 | $2.42M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $20.5M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $886K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $10.7M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.9M | Buy |
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