Wills Financial Group’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
Q2 | – | Sell |
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|
2023
Q1 | $213K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2.13M | Buy |
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|
2017
Q4 | $2.41M | Buy |
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|
2017
Q3 | $2.38M | Sell |
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|
2017
Q2 | $2.3M | Buy |
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|
2017
Q1 | $2.01M | Buy |
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|
2016
Q4 | $1.38M | Sell |
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|
2016
Q3 | $1.32M | Sell |
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|
2016
Q2 | $1.32M | Buy |
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|
2016
Q1 | $1.29M | Sell |
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|
2015
Q4 | $1.2M | Buy |
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|
2015
Q3 | $930K | Buy |
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|
2015
Q2 | $891K | Buy |
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|
2015
Q1 | $802K | Buy |
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