Wealthquest’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
Q4 | $249K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $225K | Hold |
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|
2023
Q1 | $243K | Sell |
|
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|
2022
Q4 | $239K | Buy |
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|
2022
Q3 | $202K | Hold |
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|
2022
Q2 | $228K | Hold |
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|
2022
Q1 | $268K | Hold |
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|
2021
Q4 | $268K | Sell |
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|
2021
Q3 | $294K | Buy |
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|
2021
Q2 | $290K | Buy |
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|
2021
Q1 | $233K | Hold |
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|
2020
Q4 | $231K | Buy |
|