Mariner Wealth Advisors (Cincinnati)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $3.5M | Sell |
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|
2018
Q2 | $3.21M | Sell |
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|
2018
Q1 | $3.19M | Buy |
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|
2017
Q4 | $1.03M | Buy |
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|
2017
Q3 | $985K | Sell |
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|
2017
Q2 | $1.04M | Sell |
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|
2017
Q1 | $5M | Buy |
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|
2016
Q4 | $5.13M | Buy |
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|
2016
Q3 | $4.6M | Buy |
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|
2016
Q2 | $4.11M | Buy |
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|
2016
Q1 | $3.79M | Buy |
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|
2015
Q4 | $3.37M | Buy |
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|
2015
Q1 | $2.29M | Buy |
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|
2014
Q4 | $1.77M | Buy |
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|
2014
Q3 | $1.18M | Buy |
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|
2014
Q2 | $903K | Buy |
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|
2014
Q1 | $546K | Buy |
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|
2013
Q4 | $478K | Buy |
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|
2013
Q3 | $397K | Buy |
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|
2013
Q2 | $304K | Buy |
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