Badgley, Phelps & Bell’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $36M | Buy |
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|
2021
Q1 | $24.9M | Sell |
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|
2020
Q4 | $25.6M | Sell |
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|
2020
Q3 | $28.9M | Hold |
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|
2020
Q2 | $19.3M | Sell |
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|
2020
Q1 | $16.2M | Buy |
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|
2019
Q4 | $3.57M | Sell |
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|
2019
Q3 | $4M | Sell |
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|
2019
Q2 | $3.5M | Buy |
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|
2019
Q1 | $3.78M | Sell |
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|
2018
Q4 | $3.31M | Buy |
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|
2018
Q3 | $3.96M | Sell |
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|
2018
Q2 | $3.61M | Sell |
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|
2018
Q1 | $3.63M | Buy |
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|
2017
Q4 | $3.79M | Sell |
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|
2017
Q3 | $3.96M | Sell |
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|
2017
Q2 | $3.68M | Sell |
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|
2017
Q1 | $3.57M | Buy |
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|
2016
Q4 | $3.79M | Sell |
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|
2016
Q3 | $3.64M | Buy |
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|
2016
Q2 | $3.55M | Sell |
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|
2016
Q1 | $3.49M | Sell |
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|
2015
Q4 | $3.55M | Sell |
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|
2015
Q3 | $3.65M | Hold |
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|
2015
Q2 | $3.58M | Hold |
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|
2015
Q1 | $3.58M | Sell |
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|
2014
Q4 | $4.14M | Sell |
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|
2014
Q3 | $3.67M | Buy |
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|
2014
Q2 | $3.44M | Buy |
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|
2014
Q1 | $3.23M | Hold |
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|
2013
Q4 | $3.48M | Hold |
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|
2013
Q3 | $3.03M | Hold |
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|
2013
Q2 | $2.87M | Buy |
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