Brewin Dolphin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $423K | Sell |
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|
2022
Q1 | $684K | Hold |
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|
2021
Q4 | $684K | Sell |
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|
2021
Q3 | $606K | Hold |
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|
2021
Q2 | $693K | Hold |
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|
2021
Q1 | $566K | Sell |
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|
2020
Q4 | $599K | Sell |
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|
2020
Q3 | $637K | Hold |
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|
2020
Q2 | $425K | Hold |
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|
2020
Q1 | $357K | Sell |
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|
2019
Q4 | $1.23M | Hold |
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|
2019
Q3 | $1.26M | Sell |
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|
2019
Q2 | $1.46M | Sell |
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|
2019
Q1 | $1.67M | Sell |
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|
2018
Q4 | $1.6M | Sell |
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|
2018
Q3 | $2M | Buy |
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|
2018
Q2 | $1.78M | Buy |
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|
2018
Q1 | $1.68M | Buy |
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|
2017
Q4 | $1.47M | Hold |
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|
2017
Q3 | $1.48M | Buy |
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