Balasa Dinverno & Foltz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.42M | Buy |
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|
2022
Q2 | $1.38M | Sell |
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|
2022
Q1 | $2M | Buy |
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|
2021
Q4 | $1.73M | Sell |
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|
2021
Q3 | $1.53M | Buy |
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|
2021
Q2 | $1.5M | Buy |
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|
2021
Q1 | $658K | Buy |
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|
2020
Q4 | $579K | Buy |
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|
2020
Q3 | $369K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $465K | Buy |
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|
2016
Q3 | $242K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $215K | Sell |
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|
2015
Q3 | $223K | Buy |
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|
2015
Q2 | $217K | Sell |
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|
2015
Q1 | $266K | Sell |
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|
2014
Q4 | $391K | Sell |
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|
2014
Q3 | $354K | Buy |
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|
2014
Q2 | $368K | Sell |
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|
2014
Q1 | $351K | Buy |
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|
2013
Q4 | $375K | Buy |
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|
2013
Q3 | $324K | Sell |
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|
2013
Q2 | $313K | Buy |
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