YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.42M | Buy |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $1.45M | Buy |
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|
2022
Q1 | $1.56M | Sell |
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|
2021
Q4 | $1.58M | Sell |
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|
2021
Q3 | $1.41M | Buy |
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|
2021
Q2 | $1.46M | Buy |
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|
2021
Q1 | $1.19M | Buy |
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|
2020
Q4 | $1M | Buy |
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|
2020
Q3 | $972K | Sell |
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|
2020
Q2 | $704K | Sell |
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|
2020
Q1 | $634K | Sell |
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|
2019
Q4 | $823K | Sell |
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|
2019
Q3 | $942K | Buy |
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|
2019
Q2 | $810K | Buy |
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|
2019
Q1 | $840K | Buy |
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|
2018
Q4 | $715K | Sell |
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|
2018
Q3 | $878K | Sell |
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|
2018
Q2 | $809K | Buy |
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|
2018
Q1 | $778K | Buy |
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|
2017
Q4 | $779K | Buy |
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|
2017
Q3 | $774K | Sell |
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|
2017
Q2 | $745K | Buy |
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|
2017
Q1 | $685K | Buy |
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|
2016
Q4 | $676K | Buy |
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