Capital Advisory Group Advisory Services’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
Q4 | – | Sell |
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|
2023
Q3 | $619K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $831K | Sell |
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|
2022
Q4 | $746K | Sell |
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|
2022
Q3 | $743K | Sell |
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|
2022
Q2 | $873K | Sell |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $986K | Buy |
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|
2021
Q3 | $757K | Buy |
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|
2021
Q2 | $840K | Buy |
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|
2021
Q1 | $654K | Buy |
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|
2020
Q4 | $621K | Buy |
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|
2020
Q3 | $527K | Buy |
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|
2020
Q2 | $350K | Buy |
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|
2020
Q1 | $0 | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1K | Hold |
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|
2019
Q2 | $1K | Hold |
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|
2019
Q1 | $1K | Hold |
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|
2018
Q4 | $0 | Hold |
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|
2018
Q3 | $1K | Buy |
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|
2018
Q2 | $1K | Buy |
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