Private Wealth Strategies’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
Q2 | $1.01M | Buy |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $1.13M | Sell |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $1.27M | Buy |
|
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|
2023
Q1 | $1.36M | Buy |
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|
2022
Q4 | $1.21M | Sell |
|
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | $1.27M | Buy |
|
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|
2022
Q1 | $1.48M | Buy |
|
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|
2021
Q4 | $1.47M | Sell |
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|
2021
Q3 | $1.25M | Buy |
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|
2021
Q2 | $1.42M | Buy |
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|
2021
Q1 | $1.16M | Buy |
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|
2020
Q4 | $1.14M | Buy |
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|
2020
Q3 | $1.12M | Buy |
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|
2020
Q2 | $743K | Buy |
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|
2020
Q1 | $618K | Buy |
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|
2019
Q4 | $766K | Buy |
|