RE Dickinson Investment 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
Q4 | $460K | Hold |
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|
2024
Q3 | $49.8K | Hold |
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|
2024
Q2 | $50K | Hold |
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|
2024
Q1 | $54K | Sell |
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|
2023
Q4 | $59K | Hold |
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|
2023
Q3 | $59K | Hold |
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|
2023
Q2 | $67K | Buy |
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|
2023
Q1 | $71K | Sell |
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|
2022
Q4 | $87K | Hold |
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|
2022
Q3 | $81K | Hold |
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|
2022
Q2 | $91 | Hold |
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|
2022
Q1 | $107K | Hold |
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|
2021
Q4 | $107K | Buy |
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