Xcel Wealth 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
Q2 | $447K | Sell |
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|
2025
Q1 | $1.37M | Buy |
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|
2024
Q4 | $1.55M | Sell |
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|
2024
Q3 | $1.69M | Buy |
|
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|
2024
Q2 | $465K | Sell |
|
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|
2024
Q1 | $516K | Sell |
|
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|
2023
Q4 | $652K | Sell |
|
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|
2023
Q3 | $769K | Sell |
|
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|
2023
Q2 | $992K | Buy |
|
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|
2023
Q1 | $1.02M | Sell |
|
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|
2022
Q4 | $923K | Buy |
|
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|
2022
Q3 | $854K | Hold |
|
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|
2022
Q2 | $965K | Sell |
|
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|
2022
Q1 | $5.52M | Sell |
|
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|
2021
Q4 | $8.27M | Sell |
|
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|
2021
Q3 | $7.17M | Buy |
|
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|
2021
Q2 | $7.62M | Sell |
|
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|
2021
Q1 | $6.27M | Buy |
|
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|
2020
Q4 | $5.28M | Buy |
|
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|
2020
Q3 | $4.45M | Sell |
|
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|
2020
Q2 | $3M | Buy |
|