Sutton 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 | $142K | Sell |
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|
2023
Q2 | $163K | Sell |
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|
2023
Q1 | $188K | Sell |
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|
2022
Q4 | $397K | Sell |
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|
2022
Q3 | $463K | Buy |
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|
2022
Q2 | $423K | Buy |
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|
2022
Q1 | $491K | Buy |
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|
2021
Q4 | $487K | Buy |
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|
2021
Q3 | $413K | Sell |
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|
2021
Q2 | $472K | Hold |
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|
2021
Q1 | $386K | Buy |
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|
2020
Q4 | $381K | Buy |
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|
2020
Q3 | $375K | Buy |
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|
2020
Q2 | $248K | Sell |
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|
2020
Q1 | $217K | Sell |
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|
2019
Q4 | $300K | Hold |
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|
2019
Q3 | $307K | Buy |
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|
2019
Q2 | $264K | Sell |
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|
2019
Q1 | $291K | Buy |
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|
2018
Q4 | $253K | Buy |
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|
2018
Q3 | $235K | Hold |
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|
2018
Q2 | $214K | Hold |
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|
2018
Q1 | $211K | Hold |
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|
2017
Q4 | $240K | Hold |
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|
2017
Q3 | $242K | Hold |
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|
2017
Q2 | $223K | Hold |
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|
2017
Q1 | $216K | Hold |
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|
2016
Q4 | $231K | Hold |
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|
2016
Q3 | $220K | Sell |
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|
2016
Q2 | $248K | Hold |
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|
2016
Q1 | $242K | Buy |
|