Wealth Architects’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 | – | Sell |
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|
2025
Q1 | $417K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $236K | Buy |
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|
2023
Q1 | $236K | Buy |
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|
2022
Q4 | $211K | Sell |
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|
2022
Q3 | $213K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $210K | Sell |
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|
2021
Q4 | $255K | Sell |
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|
2021
Q3 | $230K | Buy |
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|
2021
Q2 | $227K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $203K | Sell |
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|
2018
Q1 | $218K | Sell |
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|
2017
Q4 | $255K | Buy |
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|
2017
Q3 | $250K | Sell |
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|
2017
Q2 | $679K | Sell |
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|
2017
Q1 | $771K | Sell |
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|
2016
Q4 | $826K | Sell |
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|
2016
Q3 | $949K | Hold |
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|
2016
Q2 | $935K | Sell |
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|
2016
Q1 | $924K | Hold |
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|
2015
Q4 | $843K | Buy |
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|
2015
Q3 | $862K | Sell |
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|
2015
Q2 | $904K | Buy |
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|
2015
Q1 | $339K | Sell |
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|
2014
Q4 | $1.04M | Buy |
|