Edge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $82K | Hold |
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|
2021
Q3 | $70K | Sell |
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|
2021
Q2 | $106K | Hold |
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|
2021
Q1 | $87K | Hold |
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|
2020
Q4 | $86K | Sell |
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|
2020
Q3 | $102K | Sell |
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|
2020
Q2 | $135K | Buy |
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|
2020
Q1 | $64K | Sell |
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|
2019
Q4 | $1.35M | Sell |
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|
2019
Q3 | $1.39M | Sell |
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|
2019
Q2 | $1.23M | Buy |
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|
2019
Q1 | $1.31M | Hold |
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|
2018
Q4 | $1.15M | Hold |
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|
2018
Q3 | $1.37M | Sell |
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|
2018
Q2 | $1.26M | Sell |
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|
2018
Q1 | $1.26M | Sell |
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|
2017
Q4 | $1.44M | Buy |
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|
2017
Q3 | $1.39M | Hold |
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|
2017
Q2 | $1.28M | Hold |
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|
2017
Q1 | $1.24M | Sell |
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|
2016
Q4 | $1.32M | Sell |
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|
2016
Q3 | $1.26M | Hold |
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|
2016
Q2 | $1.25M | Hold |
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|
2016
Q1 | $1.22M | Sell |
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|
2015
Q4 | $6.52M | Sell |
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|
2015
Q3 | $9.63M | Buy |
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|
2015
Q2 | $9.05M | Sell |
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|
2015
Q1 | $9.57M | Buy |
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|
2014
Q4 | $1K | Buy |
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|
2014
Q3 | $1K | Hold |
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|
2014
Q2 | $1K | Hold |
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|
2014
Q1 | $1K | Sell |
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|
2013
Q4 | $421K | Buy |
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|
2013
Q3 | $352K | Sell |
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|
2013
Q2 | $439K | Buy |
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