Rockefeller Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $2.19M | Sell |
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|
2017
Q3 | $2.22M | Buy |
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|
2017
Q2 | $1.45M | Sell |
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|
2017
Q1 | $1.97M | Hold |
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|
2016
Q4 | $2.1M | Hold |
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|
2016
Q3 | $2.01M | Sell |
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|
2016
Q2 | $2.38M | Sell |
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|
2016
Q1 | $2.43M | Sell |
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|
2015
Q4 | $12M | Sell |
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|
2015
Q3 | $12.6M | Sell |
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|
2015
Q2 | $12.5M | Buy |
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|
2015
Q1 | $11.3M | Buy |
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|
2014
Q4 | $8.41M | Sell |
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|
2014
Q3 | $7.45M | Buy |
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|
2014
Q2 | $7.68M | Sell |
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|
2014
Q1 | $7.35M | Buy |
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|
2013
Q4 | $7.56M | Sell |
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|
2013
Q3 | $10.5M | Buy |
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|
2013
Q2 | $9.81M | Buy |
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