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