Accel 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
Q4 | – | Sell |
-1,656
| Closed | -$226K | – | 268 |
|
|
2024
Q3 | $226K | Sell |
1,656
-123
| -7% | -$16.8K | 0.08% | 222 |
|
|
2024
Q2 | $243K | Buy |
1,779
+8
| +0.5% | +$1.1K | 0.1% | 191 |
|
|
2024
Q1 | $263K | Buy |
1,771
+166
| +10% | +$24.7K | 0.11% | 173 |
|
|
2023
Q4 | $252K | Buy |
1,605
+45
| +3% | +$7.08K | 0.13% | 157 |
|
|
2023
Q3 | $243K | Sell |
1,560
-3
| -0.2% | -$468 | 0.14% | 143 |
|
|
2023
Q2 | $280K | Sell |
1,563
-180
| -10% | -$32.3K | 0.15% | 131 |
|
|
2023
Q1 | $338K | Sell |
1,743
-102
| -6% | -$19.8K | 0.14% | 156 |
|
|
2022
Q4 | $321K | Sell |
1,845
-39
| -2% | -$6.78K | 0.15% | 114 |
|
|
2022
Q3 | $318K | Sell |
1,884
-789
| -30% | -$133K | 0.17% | 116 |
|
|
2022
Q2 | $488K | Sell |
2,673
-219
| -8% | -$40K | 0.28% | 73 |
|
|
2022
Q1 | $598K | Buy |
2,892
+21
| +0.7% | +$4.34K | 0.31% | 70 |
|
|
2021
Q4 | $615K | Buy |
2,871
+516
| +22% | +$111K | 0.3% | 68 |
|
|
2021
Q3 | $429K | Sell |
2,355
-208
| -8% | -$37.9K | 0.28% | 73 |
|
|
2021
Q2 | $533K | Sell |
2,563
-42
| -2% | -$8.73K | 0.35% | 66 |
|
|
2021
Q1 | $443K | Sell |
2,605
-92
| -3% | -$15.6K | 0.36% | 57 |
|
|
2020
Q4 | $454K | Buy |
+2,697
| New | +$454K | 0.42% | 49 |
|