Burnham Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | $345K | Sell |
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|
2016
Q1 | $698K | Sell |
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|
2015
Q4 | $702K | Hold |
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|
2015
Q3 | $720K | Sell |
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|
2015
Q2 | $708K | Sell |
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|
2015
Q1 | $756K | Sell |
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|
2014
Q4 | $878K | Buy |
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|
2014
Q3 | $757K | Buy |
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|
2014
Q2 | $780K | Hold |
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|
2014
Q1 | $740K | Hold |
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|
2013
Q4 | $799K | Sell |
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|
2013
Q3 | $704K | Sell |
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|
2013
Q2 | $675K | Buy |
|