Wilson & Boucher Capital Management’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 | $287K | Sell |
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|
2025
Q2 | $366K | Sell |
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|
2025
Q1 | $474K | Sell |
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|
2024
Q4 | $587K | Hold |
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|
2024
Q3 | $635K | Sell |
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|
2024
Q2 | $652K | Sell |
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|
2024
Q1 | $746K | Sell |
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|
2023
Q4 | $895K | Sell |
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|
2023
Q3 | $900K | Hold |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $1M | Hold |
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|
2022
Q3 | $934K | Hold |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $1.21M | Buy |
|