Wealthspire Advisors (New York)’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 | $423K | Buy |
|
|||||
|
2025
Q1 | $454K | Sell |
|
|||||
|
2024
Q4 | $556K | Sell |
|
|||||
|
2024
Q3 | $641K | Sell |
|
|||||
|
2024
Q2 | $695K | Sell |
|
|||||
|
2024
Q1 | $768K | Sell |
|
|||||
|
2023
Q4 | $895K | Buy |
|
|||||
|
2023
Q3 | $765K | Buy |
|
|||||
|
2023
Q2 | $702K | Sell |
|
|||||
|
2023
Q1 | $777K | Sell |
|
|||||
|
2022
Q4 | $987K | Buy |
|
|||||
|
2022
Q3 | $693K | Buy |
|
|||||
|
2022
Q2 | $758K | Buy |
|
|||||
|
2022
Q1 | $523K | Sell |
|
|||||
|
2021
Q4 | $1.41M | Sell |
|
|||||
|
2021
Q3 | $1.34M | Buy |
|
|||||
|
2021
Q2 | $388K | Sell |
|
|||||
|
2021
Q1 | $2.18M | Buy |
|
|||||
|
2020
Q4 | $1.48M | Buy |
|
|||||
|
2020
Q3 | $788K | Buy |
|
|||||
|
2020
Q2 | $509K | Sell |
|
|||||
|
2020
Q1 | $1.04M | Buy |
|
|||||
|
2019
Q4 | $261K | Buy |
|
|||||
|
2019
Q3 | $203K | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $40K | Buy |
|