Landmark Financial 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
Q4 | $489K | Sell |
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|
2023
Q3 | $493K | Sell |
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|
2023
Q2 | $576K | Hold |
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|
2023
Q1 | $623K | Hold |
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|
2022
Q4 | $558K | Sell |
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|
2022
Q3 | $535K | Hold |
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|
2022
Q2 | $605K | Sell |
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|
2022
Q1 | $639K | Buy |
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|
2021
Q4 | $716K | Buy |
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|
2021
Q3 | $551K | Sell |
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|
2021
Q2 | $685K | Buy |
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|
2021
Q1 | $551K | Sell |
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|
2020
Q4 | $576K | Sell |
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|
2020
Q3 | $614K | Sell |
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|
2020
Q2 | $426K | Hold |
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|
2020
Q1 | $375K | Buy |
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|
2019
Q4 | $413K | Sell |
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|
2019
Q3 | $437K | Hold |
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|
2019
Q2 | $377K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $549K | Buy |
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