Old North State Trust’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
Q2 | – | Sell |
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|
2023
Q1 | $229K | Buy |
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|
2022
Q4 | $199K | Buy |
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|
2022
Q3 | $139K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $164K | Buy |
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|
2021
Q3 | $138K | Hold |
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|
2021
Q2 | $157K | Buy |
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|
2021
Q1 | $124K | Hold |
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|
2020
Q4 | $123K | Sell |
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|
2020
Q3 | $249K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $156K | Sell |
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|
2019
Q3 | $172K | Sell |
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|
2019
Q2 | $172K | Hold |
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|
2019
Q1 | $186K | Sell |
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|
2018
Q4 | $197K | Sell |
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|
2018
Q3 | $253K | Buy |
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