Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $19.9K | Buy |
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|
2024
Q3 | $17.4K | Hold |
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|
2024
Q2 | $17.5K | Sell |
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|
2024
Q1 | $72K | Sell |
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|
2023
Q4 | $91.8K | Hold |
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|
2023
Q3 | $91K | Buy |
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|
2023
Q2 | $99.2K | Buy |
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|
2023
Q1 | $92.9K | Sell |
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|
2022
Q4 | $85.3K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $99K | Buy |
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