Bel Air Investment Advisors’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$4.11M Sell
19,772
-1,647
-8% -$343K 0.13% 85
2021
Q1
$3.64M Buy
+21,419
New +$3.64M 0.11% 96
2013
Q3
$19.5M Buy
213,855
+2,156
+1% +$197K 2.74% 19
2013
Q2
$18.3M Buy
+211,699
New +$18.3M 2.68% 21