XML Financial’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 | $2.7M | Sell |
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|
2025
Q2 | $3.84M | Sell |
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|
2025
Q1 | $4.47M | Sell |
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|
2024
Q4 | $5.22M | Sell |
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|
2024
Q3 | $5.86M | Buy |
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|
2024
Q2 | $5.59M | Buy |
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|
2024
Q1 | $5.73M | Sell |
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|
2023
Q4 | $7.45M | Buy |
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|
2023
Q3 | $7.29M | Sell |
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|
2023
Q2 | $8.45M | Buy |
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|
2023
Q1 | $9.1M | Buy |
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|
2022
Q4 | $8.02M | Buy |
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|
2022
Q3 | $6.83M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $8.62M | Buy |
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|
2021
Q4 | $8.6M | Buy |
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|
2021
Q3 | $7.27M | Buy |
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|
2021
Q2 | $202K | Buy |
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