Lee Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $134K | Buy |
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|
2023
Q3 | $132K | Buy |
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|
2023
Q2 | $151K | Sell |
|
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|
2023
Q1 | $168K | Buy |
|
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|
2022
Q4 | $144K | Buy |
|
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|
2022
Q3 | $134K | Buy |
|
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|
2022
Q2 | $150K | Sell |
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|
2022
Q1 | $196K | Buy |
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|
2021
Q4 | $177K | Buy |
|
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|
2021
Q3 | $147K | Buy |
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|
2021
Q2 | $167K | Buy |
|
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|
2021
Q1 | $136K | Sell |
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|
2020
Q4 | $137K | Buy |
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|
2020
Q3 | $67K | Hold |
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|
2020
Q2 | $44K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $16K | Hold |
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|
2018
Q1 | $16K | Sell |
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|
2017
Q4 | $28K | Sell |
|
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|
2017
Q3 | $1.08M | Sell |
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|
2017
Q2 | $1.02M | Buy |
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|
2017
Q1 | $965K | Sell |
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|
2016
Q4 | $1.04M | Buy |
|