TrinityPoint Wealth’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 | $717K | Buy |
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|
2024
Q3 | $724K | Sell |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.15M | Sell |
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|
2023
Q4 | $1.66M | Sell |
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|
2023
Q3 | $4.8M | Sell |
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|
2023
Q2 | $5.73M | Sell |
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|
2023
Q1 | $6.21M | Sell |
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|
2022
Q4 | $5.58M | Buy |
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|
2022
Q3 | $5.07M | Sell |
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|
2022
Q2 | $5.82M | Sell |
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|
2022
Q1 | $7.25M | Buy |
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|
2021
Q4 | $6.68M | Sell |
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|
2021
Q3 | $5.74M | Buy |
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|
2021
Q2 | $4.21M | Sell |
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|
2021
Q1 | $3.44M | Sell |
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|
2020
Q4 | $3.29M | Buy |
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|
2020
Q3 | $3.4M | Sell |
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|
2020
Q2 | $2.27M | Buy |
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|
2020
Q1 | $1.89M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $336K | Buy |
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|
2018
Q4 | $264K | Buy |
|