Platte River Wealth Advisors’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
Q3 | $230K | Hold |
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $273K | Hold |
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|
2023
Q4 | $289K | Hold |
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|
2023
Q3 | $286K | Hold |
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|
2023
Q2 | $329K | Hold |
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|
2023
Q1 | $356K | Hold |
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|
2022
Q4 | $319K | Hold |
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|
2022
Q3 | $296K | Hold |
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|
2022
Q2 | $335K | Hold |
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|
2022
Q1 | $394K | Hold |
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|
2021
Q4 | $388K | Sell |
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|
2021
Q3 | $364K | Buy |
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|
2021
Q2 | $385K | Hold |
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|
2021
Q1 | $320K | Hold |
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|
2020
Q4 | $296K | Hold |
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|
2020
Q3 | $308K | Sell |
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|
2020
Q2 | $243K | Buy |
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|
2019
Q4 | $795K | Buy |
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