Traverso Chambers Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $482K | Buy |
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|
2023
Q3 | $476K | Buy |
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|
2023
Q2 | $540K | Buy |
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|
2023
Q1 | $579K | Buy |
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|
2022
Q4 | $519K | Buy |
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|
2022
Q3 | $481K | Buy |
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|
2022
Q2 | $544K | Buy |
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|
2022
Q1 | $569K | Buy |
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|
2021
Q4 | $569K | Hold |
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|
2021
Q3 | $483K | Hold |
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|
2021
Q2 | $552K | Buy |
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|
2021
Q1 | $418K | Hold |
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|
2020
Q4 | $414K | Buy |
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|
2020
Q3 | $409K | Sell |
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|
2020
Q2 | $300K | Buy |
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|
2020
Q1 | $252K | Sell |
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|
2019
Q4 | $326K | Sell |
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|
2019
Q3 | $345K | Buy |
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|
2019
Q2 | $271K | Sell |
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|
2019
Q1 | $320K | Hold |
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|
2018
Q4 | $279K | Buy |
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