LIBERTY WEALTH MANAGEMENT LLC – United Parcel Service, Inc. Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$675,000
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-11.50%
quarter
United Parcel Service, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.55% | 182 shares | -55K | $161.54 | 4.18K |
| Q2 2022 | share | Increase | +3.15% | 122 shares | -102K | $182.54 | 4.00K |
| Q1 2022 | share | Decrease | -2.32% | -92 shares | -19K | $214.46 | 3.87K |
| Q4 2021 | share | Decrease | -12.42% | -563 shares | 6K | $213.9 | 3.97K |
| Q3 2021 | share | Increase | +18.72% | 715 shares | 51K | $181.21 | 4.53K |
| Q2 2021 | share | Increase | +48.83% | 1.25K shares | 393K | $205.87 | 3.81K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $167.47 | 2.56K | |
| Q4 2020 | share | Decrease | -20.14% | -647 shares | -134K | $164.85 | 2.56K |
| Q3 2020 | share | Increase | +26.85% | 680 shares | 253K | $162.12 | 3.21K |
| Q2 2020 | share | Increase | +5.76% | 138 shares | 48K | $107.49 | 2.53K |
| Q1 2020 | share | Increase | +2.18% | 51 shares | -40K | $89.38 | 2.39K |
| Q4 2019 | share | Decrease | -3.38% | -82 shares | -17K | $110.86 | 2.34K |
| Q3 2019 | share | Decrease | -24.82% | -801 shares | -42K | $112.6 | 2.42K |
| Q2 2019 | share | Increase | +45.23% | 1.00K shares | 85K | $96.25 | 3.22K |
| Q1 2019 | share | Decrease | -1.02% | -23 shares | 29K | $103.15 | 2.22K |
| Q4 2018 | share | Increase | 0.00% | 2.24K shares | 219K | $89.26 | 2.24K |