Icon Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.68M | Sell |
|
|||||
|
2023
Q2 | $4.51M | Sell |
|
|||||
|
2023
Q1 | $5.64M | Buy |
|
|||||
|
2022
Q2 | $3.94M | Sell |
|
|||||
|
2022
Q1 | $6.84M | Buy |
|
|||||
|
2021
Q4 | $5.54M | Buy |
|
|||||
|
2021
Q3 | $4.03M | Buy |
|
|||||
|
2021
Q2 | $4.05M | Buy |
|
|||||
|
2021
Q1 | $2.85M | Buy |
|
|||||
|
2020
Q4 | $601K | Sell |
|
|||||
|
2020
Q3 | $3.22M | Sell |
|
|||||
|
2020
Q2 | $3.15M | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $130K | Sell |
|
|||||
|
2018
Q4 | $129K | Buy |
|
|||||
|
2018
Q3 | $131K | Buy |
|
|||||
|
2018
Q2 | $108K | Sell |
|
|||||
|
2018
Q1 | $144K | Sell |
|
|||||
|
2017
Q4 | $195K | Buy |
|