Heritage Way 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $5.42M | Sell |
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|
2021
Q3 | $4.64M | Buy |
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|
2021
Q2 | $5.1M | Sell |
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|
2021
Q1 | $4.34M | Sell |
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|
2020
Q4 | $4.34M | Sell |
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|
2020
Q3 | $4.4M | Buy |
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|
2020
Q2 | $2.89M | Buy |
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|
2020
Q1 | $2.3M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.32M | Buy |
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|
2018
Q2 | $2M | Buy |
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|
2018
Q1 | $1.62M | Buy |
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|
2017
Q4 | $1.74M | Buy |
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|
2017
Q3 | $1.52M | Buy |
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