Genovese Burford & Brothers Wealth & Retirement Plan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $268K | Buy |
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|
2020
Q3 | $202K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $137K | Buy |
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|
2018
Q1 | $135K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $178K | Buy |
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|
2017
Q2 | $163K | Buy |
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|
2017
Q1 | $159K | Buy |
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|
2016
Q4 | $169K | Buy |
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|
2016
Q3 | $160K | Buy |
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|
2016
Q2 | $157K | Buy |
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|
2016
Q1 | $153K | Buy |
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|
2015
Q4 | $140K | Buy |
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