Sugarloaf Wealth Management’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 | $387K | Buy |
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2024
Q3 | $167K | Hold |
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2024
Q2 | $168K | Hold |
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2024
Q1 | $183K | Hold |
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2023
Q4 | $193K | Sell |
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2023
Q3 | $215K | Sell |
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2023
Q2 | $262K | Sell |
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2023
Q1 | $354K | Sell |
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2022
Q4 | $336K | Sell |
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2022
Q3 | $325K | Buy |
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2022
Q2 | $366K | Buy |
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2022
Q1 | $409K | Buy |
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2021
Q4 | $408K | Buy |
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2021
Q3 | $337K | Buy |
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2021
Q2 | $385K | Buy |
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2021
Q1 | $314 | Buy |
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2020
Q4 | $311K | Sell |
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2020
Q3 | $311K | Sell |
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2020
Q2 | $218K | Sell |
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2020
Q1 | $202K | Buy |
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2019
Q4 | $180K | Buy |
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