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BT Wealth Management LLC

SEC CIK
0001767863
Latest filing
Jul 26, 2022

UPS holding history

United Parcel Service Inc in every 13F filed by BT Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPS overviewAll 13F holders of UPSFull Q2 2022 holdings

Shares (Q2 2022)
1,294
Value
$236.0K
% of portfolio
0.1%
Quarters held
3
Since Q4 2021
Holdings of UPS by BT Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20221,294$236.0K0.1%00.0%UnchangedHolders
Q1 20221,294$278.0K0.1%−71−5.2%ReducedHolders
Q4 20211,365$293.0K0.1%+1,365NewHolders