Burleson & Co’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
Q4 | $2.92M | Buy |
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|
2022
Q3 | $1.44M | Buy |
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|
2022
Q2 | $1.43M | Buy |
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|
2022
Q1 | $1.68M | Buy |
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|
2021
Q4 | $1.67M | Hold |
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|
2021
Q3 | $1.42M | Sell |
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|
2021
Q2 | $1.63M | Hold |
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|
2021
Q1 | $1.33M | Buy |
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|
2020
Q4 | $1.31M | Buy |
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|
2020
Q3 | $1.31M | Buy |
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|
2020
Q2 | $1.22M | Sell |
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|
2020
Q1 | $746K | Buy |
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|
2019
Q4 | $919K | Buy |
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|
2019
Q3 | $901K | Buy |
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|
2019
Q2 | $915K | Sell |
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|
2019
Q1 | $846K | Buy |
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|
2018
Q4 | $886K | Sell |
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|
2018
Q3 | $889K | Sell |
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|
2018
Q2 | $864K | Buy |
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|
2018
Q1 | $851K | Buy |
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|
2017
Q4 | $968K | Buy |
|