Atlas Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $636K | Buy |
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|
2023
Q4 | $619K | Buy |
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|
2023
Q3 | $582K | Buy |
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|
2023
Q2 | $650K | Sell |
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|
2023
Q1 | $707K | Buy |
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|
2022
Q4 | $615K | Buy |
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|
2022
Q3 | $416K | Buy |
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|
2022
Q2 | $453K | Sell |
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|
2022
Q1 | $586K | Buy |
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|
2021
Q4 | $531K | Buy |
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|
2021
Q3 | $400K | Buy |
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|
2021
Q2 | $411K | Buy |
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|
2021
Q1 | $290K | Buy |
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|
2020
Q4 | $178K | Buy |
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|
2020
Q3 | $142K | Buy |
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|
2020
Q2 | $3K | Hold |
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|
2020
Q1 | $2K | Hold |
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|
2019
Q4 | $3K | Buy |
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