Tiedemann 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 | $238K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $271K | Buy |
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|
2021
Q4 | $253K | Hold |
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|
2021
Q3 | $215K | Sell |
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|
2021
Q2 | $368K | Sell |
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|
2021
Q1 | $330K | Sell |
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|
2020
Q4 | $562K | Buy |
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|
2020
Q3 | $310K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.34M | Buy |
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|
2018
Q4 | $1.16M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2.4M | Buy |
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|
2017
Q1 | $2.2M | Buy |
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|
2016
Q4 | $327K | Buy |
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