BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.07M | Sell |
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|
2023
Q1 | $2.26M | Buy |
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|
2022
Q4 | $2.01M | Buy |
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|
2022
Q3 | $76K | Hold |
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|
2022
Q2 | $86K | Sell |
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|
2022
Q1 | $107K | Sell |
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|
2021
Q4 | $131K | Buy |
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|
2021
Q3 | $55K | Buy |
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|
2021
Q2 | $57K | Hold |
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|
2021
Q1 | $46K | Hold |
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|
2020
Q4 | $46K | Hold |
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|
2020
Q3 | $45K | Buy |
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|
2020
Q2 | $30K | Sell |
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|
2020
Q1 | $47K | Sell |
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|
2019
Q4 | $130K | Buy |
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|
2019
Q3 | $108K | Sell |
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|
2019
Q2 | $114K | Hold |
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|
2019
Q1 | $123K | Hold |
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|
2018
Q4 | $107K | Buy |
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|
2018
Q3 | $105K | Sell |
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|
2018
Q2 | $96K | Buy |
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