Abacus Planning Group’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
Q1 | – | Sell |
-1,285
| Closed | -$202K | – | 216 |
|
|
2023
Q4 | $202K | Sell |
1,285
-149
| -10% | -$23.4K | 0.04% | 187 |
|
|
2023
Q3 | $223K | Buy |
1,434
+22
| +2% | +$3.43K | 0.05% | 162 |
|
|
2023
Q2 | $253K | Buy |
1,412
+127
| +10% | +$22.8K | 0.06% | 157 |
|
|
2023
Q1 | $249K | Buy |
1,285
+35
| +3% | +$6.79K | 0.06% | 156 |
|
|
2022
Q4 | $217K | Sell |
1,250
-426
| -25% | -$74K | 0.06% | 159 |
|
|
2022
Q3 | $271K | Sell |
1,676
-335
| -17% | -$54.2K | 0.08% | 139 |
|
|
2022
Q2 | $367K | Buy |
2,011
+387
| +24% | +$70.6K | 0.11% | 120 |
|
|
2022
Q1 | $348K | Buy |
1,624
+145
| +10% | +$31.1K | 0.09% | 137 |
|
|
2021
Q4 | $317K | Buy |
+1,479
| New | +$317K | 0.08% | 148 |
|
|
2021
Q3 | – | Sell |
-1,059
| Closed | -$220K | – | 196 |
|
|
2021
Q2 | $220K | Sell |
1,059
-130
| -11% | -$27K | 0.07% | 172 |
|
|
2021
Q1 | $202K | Buy |
+1,189
| New | +$202K | 0.06% | 174 |
|