Adamsbrown Wealth Consultants’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
Q1
Sell
-2,253
Closed -$392K 83
2022
Q4
$392K Sell
2,253
-17
-0.7% -$2.96K 0.24% 48
2022
Q3
$367K Sell
2,270
-65
-3% -$10.5K 0.28% 46
2022
Q2
$426K Buy
2,335
+103
+5% +$18.8K 0.34% 47
2022
Q1
$479K Buy
+2,232
New +$479K 0.38% 47