44 Wealth Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $804K | Sell |
4,484
-10,305
| -70% | -$1.85M | 0.27% | 82 |
|
2023
Q1 | $2.87M | Buy |
14,789
+845
| +6% | +$164K | 0.97% | 28 |
|
2022
Q4 | $2.42M | Buy |
13,944
+2,428
| +21% | +$422K | 0.84% | 33 |
|
2022
Q3 | $1.86M | Buy |
11,516
+1,684
| +17% | +$272K | 0.77% | 38 |
|
2022
Q2 | $1.8M | Buy |
9,832
+2,588
| +36% | +$472K | 0.69% | 39 |
|
2022
Q1 | $1.55M | Buy |
7,244
+1,459
| +25% | +$313K | 0.56% | 49 |
|
2021
Q4 | $1.24M | Buy |
5,785
+352
| +6% | +$75.5K | 0.43% | 62 |
|
2021
Q3 | $989K | Buy |
5,433
+633
| +13% | +$115K | 0.38% | 68 |
|
2021
Q2 | $998K | Buy |
4,800
+1,628
| +51% | +$338K | 0.38% | 69 |
|
2021
Q1 | $539K | Buy |
+3,172
| New | +$539K | 0.23% | 95 |
|