Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $519K | Sell |
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|
2023
Q2 | $881K | Buy |
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|
2023
Q1 | $951K | Sell |
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|
2022
Q4 | $882K | Buy |
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|
2022
Q3 | $772K | Sell |
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|
2022
Q2 | $891K | Buy |
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|
2022
Q1 | $1.02M | Sell |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $789K | Buy |
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|
2021
Q2 | $880K | Buy |
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|
2021
Q1 | $837K | Buy |
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|
2020
Q4 | $620K | Buy |
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|
2020
Q3 | $518K | Buy |
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|
2020
Q2 | $346K | Sell |
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|
2020
Q1 | $525K | Sell |
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|
2019
Q4 | $689K | Buy |
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|
2019
Q3 | $704K | Sell |
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|
2019
Q2 | $620K | Sell |
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|
2019
Q1 | $674K | Buy |
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|
2018
Q4 | $568K | Sell |
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|
2018
Q3 | $720K | Buy |
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|
2018
Q2 | $647K | Sell |
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|
2018
Q1 | $657K | Sell |
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|
2017
Q4 | $845K | Sell |
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|
2017
Q3 | $963K | Sell |
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|
2017
Q2 | $887K | Buy |
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|
2017
Q1 | $776K | Buy |
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|
2016
Q4 | $588K | Hold |
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|
2016
Q3 | $561K | Buy |
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|
2016
Q2 | $496K | Buy |
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|
2016
Q1 | $437K | Buy |
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|
2015
Q4 | $358K | Sell |
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|
2015
Q3 | $456K | Buy |
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|
2015
Q2 | $324K | Sell |
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|
2015
Q1 | $332K | Buy |
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