BTR Capital 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
Q3 | $4.44M | Sell |
|
|||||
|
2022
Q2 | $5.17M | Buy |
|
|||||
|
2022
Q1 | $6.02M | Sell |
|
|||||
|
2021
Q4 | $6.06M | Sell |
|
|||||
|
2021
Q3 | $5.18M | Sell |
|
|||||
|
2021
Q2 | $6.19M | Sell |
|
|||||
|
2021
Q1 | $5.57M | Sell |
|
|||||
|
2020
Q4 | $9.1M | Sell |
|
|||||
|
2020
Q3 | $9.13M | Sell |
|
|||||
|
2020
Q2 | $6.16M | Buy |
|
|||||
|
2020
Q1 | $5.07M | Buy |
|
|||||
|
2019
Q4 | $2.09M | Buy |
|
|||||
|
2019
Q3 | $2.12M | Sell |
|
|||||
|
2019
Q2 | $1.84M | Buy |
|
|||||
|
2019
Q1 | $1.99M | Buy |
|
|||||
|
2018
Q4 | $1.6M | Sell |
|
|||||
|
2018
Q3 | $2.07M | Sell |
|
|||||
|
2018
Q2 | $1.89M | Sell |
|
|||||
|
2018
Q1 | $1.87M | Buy |
|
|||||
|
2017
Q4 | $1.73M | Buy |
|
|||||
|
2017
Q3 | $1.59M | Sell |
|
|||||
|
2017
Q2 | $1.49M | Buy |
|
|||||
|
2017
Q1 | $1.44M | Sell |
|
|||||
|
2016
Q4 | $3.11M | Hold |
|
|||||
|
2016
Q3 | $3.11M | Sell |
|
|||||
|
2016
Q2 | $3.12M | Sell |
|
|||||
|
2016
Q1 | $3.17M | Sell |
|
|||||
|
2015
Q4 | $5.02M | Sell |
|
|||||
|
2015
Q3 | $5.42M | Sell |
|
|||||
|
2015
Q2 | $6.63M | Sell |
|
|||||
|
2015
Q1 | $6.75M | Sell |
|
|||||
|
2014
Q4 | $7.85M | Sell |
|
|||||
|
2014
Q3 | $7.11M | Buy |
|
|||||
|
2014
Q2 | $7.06M | Buy |
|
|||||
|
2014
Q1 | $6.63M | Buy |
|
|||||
|
2013
Q4 | $6.75M | Sell |
|
|||||
|
2013
Q3 | $5.9M | Sell |
|
|||||
|
2013
Q2 | $5.6M | Buy |
|