Bay Harbor 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
Q3 | $2.92K | Buy |
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|
2025
Q2 | $1.92K | Buy |
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|
2025
Q1 | $1.76K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $6K | Sell |
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|
2020
Q3 | $144K | Sell |
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|
2020
Q2 | $275K | Buy |
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|
2020
Q1 | $191K | Buy |
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|
2019
Q4 | $169K | Sell |
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|
2019
Q3 | $253K | Sell |
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|
2019
Q2 | $265K | Sell |
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|
2019
Q1 | $293K | Buy |
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|
2018
Q4 | $233K | Buy |
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