9258 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $8.36M | Sell |
61,330
-1,072
| -2% | -$146K | 1.24% | 18 |
|
|
2024
Q2 | $8.54M | Sell |
62,402
-592
| -0.9% | -$81K | 1.31% | 17 |
|
|
2024
Q1 | $9.36M | Sell |
62,994
-594
| -0.9% | -$88.3K | 1.46% | 17 |
|
|
2023
Q4 | $10M | Sell |
63,588
-845
| -1% | -$133K | 1.76% | 15 |
|
|
2023
Q3 | $10M | Sell |
64,433
-613
| -0.9% | -$95.5K | 1.95% | 13 |
|
|
2023
Q2 | $11.7M | Buy |
65,046
+7
| +0% | +$1.26K | 2.19% | 11 |
|
|
2023
Q1 | $12.6M | Buy |
65,039
+92
| +0.1% | +$17.8K | 2.55% | 8 |
|
|
2022
Q4 | $11.3M | Buy |
64,947
+28
| +0% | +$4.87K | 2.44% | 7 |
|
|
2022
Q3 | $10.5M | Buy |
64,919
+108
| +0.2% | +$17.4K | 2.68% | 5 |
|
|
2022
Q2 | $11.8M | Sell |
64,811
-430
| -0.7% | -$78.5K | 3.03% | 4 |
|
|
2022
Q1 | $14M | Sell |
65,241
-826
| -1% | -$177K | 3.25% | 5 |
|
|
2021
Q4 | $14.2M | Buy |
66,067
+185
| +0.3% | +$39.7K | 3.25% | 5 |
|
|
2021
Q3 | $12M | Sell |
65,882
-275
| -0.4% | -$50.1K | 3.2% | 5 |
|
|
2021
Q2 | $13.8M | Sell |
66,157
-243
| -0.4% | -$50.5K | 3.7% | 4 |
|
|
2021
Q1 | $11.3M | Buy |
66,400
+368
| +0.6% | +$62.6K | 3.39% | 4 |
|
|
2020
Q4 | $11.1M | Sell |
66,032
-82
| -0.1% | -$13.8K | 3.62% | 3 |
|
|
2020
Q3 | $10.4M | Sell |
66,114
-5,086
| -7% | -$799K | 3.92% | 3 |
|
|
2020
Q2 | $7.92M | Sell |
71,200
-1,777
| -2% | -$198K | 3.21% | 3 |
|
|
2020
Q1 | $7.48M | Buy |
72,977
+18,272
| +33% | +$1.87M | 3.29% | 3 |
|
|
2019
Q4 | $6.4M | Buy |
54,705
+35,095
| +179% | +$4.11M | 2.35% | 4 |
|
|
2019
Q3 | $2.35M | Buy |
19,610
+14,053
| +253% | +$1.68M | 1.83% | 7 |
|
|
2019
Q2 | $574K | Sell |
5,557
-94
| -2% | -$9.71K | 0.46% | 73 |
|
|
2019
Q1 | $631K | Buy |
5,651
+202
| +4% | +$22.6K | 0.54% | 65 |
|
|
2018
Q4 | $531K | Buy |
+5,449
| New | +$531K | 0.51% | 66 |
|