Winthrop 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 | $364K | Buy |
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|
2025
Q2 | $435K | Sell |
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|
2025
Q1 | $489K | Sell |
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|
2024
Q4 | $590K | Buy |
|
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|
2024
Q3 | $633K | Sell |
|
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|
2024
Q2 | $710K | Buy |
|
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|
2024
Q1 | $348K | Hold |
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|
2023
Q4 | $368K | Buy |
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|
2023
Q3 | $365K | Sell |
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|
2023
Q2 | $463K | Sell |
|
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|
2023
Q1 | $511K | Buy |
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|
2022
Q4 | $451K | Sell |
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|
2022
Q3 | $429K | Buy |
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|
2022
Q2 | $475K | Hold |
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|
2022
Q1 | $559K | Buy |
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|
2021
Q4 | $488K | Hold |
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|
2021
Q3 | $415K | Buy |
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|
2021
Q2 | $413K | Sell |
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|
2021
Q1 | $339K | Buy |
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|
2020
Q4 | $250K | Buy |
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|
2020
Q3 | $221K | Buy |
|