KCS Wealth Advisory’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 | – | Sell |
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|
2023
Q2 | $208K | Sell |
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|
2023
Q1 | $353K | Sell |
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|
2022
Q4 | $492K | Buy |
|
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|
2022
Q3 | $204K | Sell |
|
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|
2022
Q2 | $236K | Hold |
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|
2022
Q1 | $278K | Buy |
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|
2021
Q4 | $273K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $215K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $160K | Buy |
|