Advisory Services & Investments’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 | $1.95M | Hold |
14,339
| – | – | 1.33% | 15 |
|
|
2024
Q2 | $1.96M | Hold |
14,339
| – | – | 1.36% | 15 |
|
|
2024
Q1 | $2.13M | Hold |
14,339
| – | – | 1.47% | 14 |
|
|
2023
Q4 | $2.25M | Hold |
14,339
| – | – | 1.66% | 14 |
|
|
2023
Q3 | $2.24M | Hold |
14,339
| – | – | 1.97% | 14 |
|
|
2023
Q2 | $2.57M | Sell |
14,339
-67
| -0.5% | -$12K | 2.12% | 13 |
|
|
2023
Q1 | $2.79M | Buy |
14,406
+67
| +0.5% | +$13K | 2.54% | 13 |
|
|
2022
Q4 | $2.49M | Sell |
14,339
-66
| -0.5% | -$11.5K | 2.48% | 13 |
|
|
2022
Q3 | $2.33M | Buy |
14,405
+28
| +0.2% | +$4.52K | 2.46% | 12 |
|
|
2022
Q2 | $2.62M | Sell |
14,377
-5
| -0% | -$913 | 2.51% | 12 |
|
|
2022
Q1 | $3.08M | Buy |
14,382
+40
| +0.3% | +$8.58K | 2.5% | 13 |
|
|
2021
Q4 | $3.07M | Hold |
14,342
| – | – | 1.97% | 14 |
|
|
2021
Q3 | $2.61M | Buy |
+14,342
| New | +$2.61M | 1.71% | 17 |
|