WealthSource Partners’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 | – | Sell |
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|
2023
Q3 | $229K | Sell |
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|
2023
Q2 | $264K | Buy |
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|
2023
Q1 | $279K | Buy |
|
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|
2022
Q4 | $250K | Sell |
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|
2022
Q3 | $322K | Buy |
|
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|
2022
Q2 | $343K | Sell |
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|
2022
Q1 | $713K | Sell |
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|
2021
Q4 | $832K | Buy |
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|
2021
Q3 | $685K | Buy |
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|
2021
Q2 | $738K | Buy |
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|
2021
Q1 | $367K | Buy |
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|
2020
Q4 | $259K | Buy |
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|
2020
Q3 | $250K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $225K | Sell |
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|
2019
Q4 | $412K | Sell |
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|
2019
Q3 | $663K | Buy |
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|
2019
Q2 | $460K | Buy |
|