Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $134K | Buy |
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|
2021
Q3 | $109K | Buy |
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|
2021
Q2 | $106K | Buy |
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|
2021
Q1 | $61K | Hold |
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|
2020
Q4 | $61K | Hold |
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|
2020
Q3 | $60K | Hold |
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|
2020
Q2 | $40K | Buy |
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|
2020
Q1 | $31K | Buy |
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|
2019
Q4 | $35K | Hold |
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|
2019
Q3 | $36K | Hold |
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|
2019
Q2 | $31K | Sell |
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|
2019
Q1 | $35K | Buy |
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|
2018
Q4 | $29K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $21K | Buy |
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|
2018
Q1 | $21K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $4K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $6K | Hold |
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|
2016
Q3 | $5K | Buy |
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|
2016
Q2 | – | Hold |
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|
2016
Q1 | – | Hold |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $18K | Hold |
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|
2015
Q2 | $18K | Sell |
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|
2015
Q1 | $9.83M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $9.99M | Buy |
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|
2014
Q1 | $9.11M | Buy |
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|
2013
Q4 | $9.5M | Sell |
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|
2013
Q3 | $8.32M | Buy |
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|
2013
Q2 | $7.66M | Buy |
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