Meristem Family Wealth’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
2022
Q1
$586K Sell
2021
Q4
$648K Hold
2021
Q3
$551K Buy
2021
Q2
$277K Buy
2021
Q1
$219K Hold
2020
Q4
$217K Buy
2020
Q3
$204K Buy