Gideon Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.16M | Buy |
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|
2019
Q3 | $1.19M | Sell |
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|
2019
Q2 | $1.16M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $260K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $224K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $620K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.32M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.84M | Buy |
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|
2015
Q1 | $807K | Buy |
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|
2014
Q4 | $214K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $222K | Buy |
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