Elm Advisors’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
2021
Q4
$257K Hold
2021
Q3
$219K Hold
2021
Q2
$250K Hold
2021
Q1
$204K Hold
2020
Q4
$202K Buy
2018
Q4
Sell
2018
Q3
$140K Buy