Wealth Alliance Advisory Group’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 | $423K | Sell |
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|
2025
Q2 | $626K | Buy |
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|
2025
Q1 | $499K | Buy |
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|
2024
Q4 | $530K | Sell |
|
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|
2024
Q3 | $628K | Buy |
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $742K | Buy |
|
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|
2023
Q3 | $541K | Buy |
|
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|
2023
Q2 | $547K | Buy |
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|
2023
Q1 | $552K | Buy |
|
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|
2022
Q4 | $478K | Buy |
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|
2022
Q3 | $432K | Buy |
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|
2022
Q2 | $449K | Buy |
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|
2022
Q1 | $465K | Sell |
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|
2021
Q4 | $488K | Buy |
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|
2021
Q3 | $366K | Buy |
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|
2021
Q2 | $393K | Buy |
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|
2021
Q1 | $315K | Buy |
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|
2020
Q4 | $306K | Buy |
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