Curi 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
Q1 | – | Sell |
|
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|
2023
Q4 | $343K | Sell |
|
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|
2023
Q3 | $340K | Sell |
|
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|
2023
Q2 | $410K | Buy |
|
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|
2023
Q1 | $441K | Buy |
|
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|
2022
Q4 | $394K | Sell |
|
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|
2022
Q3 | $374K | Buy |
|
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|
2022
Q2 | $166K | Buy |
|
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|
2022
Q1 | $27K | Sell |
|
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|
2021
Q4 | $28K | Buy |
|
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|
2021
Q1 | – | Sell |
|
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|
2020
Q4 | $158K | Buy |
|