Lyons Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.96M | Sell |
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|
2019
Q3 | $3.52M | Buy |
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|
2019
Q2 | $3.01M | Sell |
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|
2019
Q1 | $8.45M | Buy |
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|
2018
Q4 | $5.21M | Sell |
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|
2018
Q3 | $13.6M | Sell |
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|
2018
Q2 | $13.7M | Buy |
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|
2018
Q1 | $11.7M | Sell |
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|
2017
Q4 | $14.7M | Sell |
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|
2017
Q3 | $15.6M | Sell |
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|
2017
Q2 | $14.5M | Sell |
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|
2017
Q1 | $42.3M | Sell |
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|
2016
Q4 | $24.2M | Sell |
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|
2016
Q3 | $23.2M | Sell |
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|
2016
Q2 | $23.2M | Sell |
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|
2016
Q1 | $22.9M | Sell |
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|
2015
Q4 | $25.4M | Hold |
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|
2015
Q3 | $26M | Sell |
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|
2015
Q2 | $28.3M | Sell |
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|
2015
Q1 | $29.3M | Hold |
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|
2014
Q4 | $33.6M | Buy |
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|
2014
Q3 | $29.6M | Sell |
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|
2014
Q2 | $32.1M | Buy |
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|
2014
Q1 | $29.3M | Sell |
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|
2013
Q4 | $31.7M | Sell |
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|
2013
Q3 | $28.3M | Buy |
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|
2013
Q2 | $22.3M | Buy |
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