Aevitas 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
Q4 | $1.34M | Buy |
7,682
+418
| +6% | +$72.7K | 0.79% | 32 |
|
|
2022
Q3 | $1.17M | Sell |
7,264
-116
| -2% | -$18.7K | 0.88% | 37 |
|
|
2022
Q2 | $1.35M | Buy |
7,380
+18
| +0.2% | +$3.29K | 0.91% | 35 |
|
|
2022
Q1 | $1.58M | Sell |
7,362
-418
| -5% | -$89.7K | 0.97% | 29 |
|
|
2021
Q4 | $1.67M | Buy |
7,780
+11
| +0.1% | +$2.36K | 0.99% | 27 |
|
|
2021
Q3 | $1.42M | Sell |
7,769
-87
| -1% | -$15.8K | 0.9% | 30 |
|
|
2021
Q2 | $1.63M | Buy |
7,856
+11
| +0.1% | +$2.29K | 1.04% | 27 |
|
|
2021
Q1 | $1.33M | Buy |
7,845
+13
| +0.2% | +$2.21K | 0.93% | 33 |
|
|
2020
Q4 | $1.32M | Sell |
7,832
-186
| -2% | -$31.3K | 0.97% | 29 |
|
|
2020
Q3 | $1.34M | Sell |
8,018
-136
| -2% | -$22.7K | 1.1% | 25 |
|
|
2020
Q2 | $907K | Buy |
8,154
+41
| +0.5% | +$4.56K | 0.84% | 33 |
|
|
2020
Q1 | $758K | Sell |
8,113
-176
| -2% | -$16.4K | 0.85% | 34 |
|
|
2019
Q4 | $970K | Sell |
8,289
-783
| -9% | -$91.6K | 0.91% | 35 |
|
|
2019
Q3 | $1.09M | Buy |
9,072
+20
| +0.2% | +$2.4K | 1.09% | 29 |
|
|
2019
Q2 | $935K | Sell |
9,052
-755
| -8% | -$78K | 0.94% | 32 |
|
|
2019
Q1 | $1.1M | Buy |
9,807
+2,796
| +40% | +$312K | 0.98% | 29 |
|
|
2018
Q4 | $684K | Sell |
7,011
-159
| -2% | -$15.5K | 0.7% | 41 |
|
|
2018
Q3 | $837K | Sell |
7,170
-190
| -3% | -$22.2K | 0.76% | 39 |
|
|
2018
Q2 | $782K | Sell |
7,360
-800
| -10% | -$85K | 0.76% | 38 |
|
|
2018
Q1 | $854K | Buy |
8,160
+18
| +0.2% | +$1.88K | 0.85% | 38 |
|
|
2017
Q4 | $970K | Buy |
+8,142
| New | +$970K | 0.92% | 39 |
|