Intercontinental Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $372K | Buy |
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|
2023
Q1 | $393K | Buy |
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|
2022
Q4 | $305K | Buy |
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|
2022
Q3 | $280K | Buy |
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|
2022
Q2 | $311K | Buy |
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|
2022
Q1 | $237K | Hold |
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|
2021
Q4 | $237K | Sell |
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|
2021
Q3 | $204K | Sell |
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|
2021
Q2 | $234K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $248K | Sell |
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|
2020
Q1 | $209K | Buy |
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|
2019
Q4 | $134K | Sell |
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|
2019
Q3 | $220K | Buy |
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|
2019
Q2 | $171K | Sell |
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|
2019
Q1 | $185K | Hold |
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|
2018
Q4 | $161K | Sell |
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|
2018
Q3 | $205K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $205K | Buy |
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|
2017
Q3 | $204K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $269K | Sell |
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|
2016
Q4 | $293K | Sell |
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|
2016
Q3 | $286K | Sell |
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|
2016
Q2 | $284K | Sell |
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|
2016
Q1 | $279K | Sell |
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|
2015
Q4 | $263K | Buy |
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