Adams Chetwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.54M | Buy |
7,182
+15
| +0.2% | +$3.22K | 0.87% | 23 |
|
|
2021
Q4 | $1.54M | Buy |
7,167
+11
| +0.2% | +$2.36K | 1.04% | 24 |
|
|
2021
Q3 | $1.3M | Buy |
7,156
+5
| +0.1% | +$910 | 0.94% | 26 |
|
|
2021
Q2 | $1.49M | Sell |
7,151
-775
| -10% | -$161K | 1.05% | 22 |
|
|
2021
Q1 | $1.35M | Sell |
7,926
-74
| -0.9% | -$12.6K | 1.03% | 20 |
|
|
2020
Q4 | $1.35M | Buy |
8,000
+5
| +0.1% | +$842 | 1.12% | 18 |
|
|
2020
Q3 | $1.33M | Sell |
7,995
-68
| -0.8% | -$11.3K | 1.28% | 16 |
|
|
2020
Q2 | $896K | Sell |
8,063
-215
| -3% | -$23.9K | 0.91% | 22 |
|
|
2020
Q1 | $785K | Buy |
8,278
+1,491
| +22% | +$141K | 0.92% | 24 |
|
|
2019
Q4 | $794K | Buy |
+6,787
| New | +$794K | 0.81% | 23 |
|