Affinity 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 |
-6,046
| Closed | -$824K | – | 109 |
|
|
2024
Q3 | $824K | Hold |
6,046
| – | – | 0.15% | 49 |
|
|
2024
Q2 | $827K | Hold |
6,046
| – | – | 0.15% | 47 |
|
|
2024
Q1 | $899K | Hold |
6,046
| – | – | 0.17% | 47 |
|
|
2023
Q4 | $951K | Hold |
6,046
| – | – | 0.2% | 47 |
|
|
2023
Q3 | $942K | Sell |
6,046
-1,074
| -15% | -$167K | 0.22% | 48 |
|
|
2023
Q2 | $1.28M | Buy |
7,120
+167
| +2% | +$29.9K | 0.29% | 47 |
|
|
2023
Q1 | $1.35M | Sell |
6,953
-111
| -2% | -$21.5K | 0.32% | 51 |
|
|
2022
Q4 | $1.23M | Sell |
7,064
-50
| -0.7% | -$8.69K | 0.29% | 45 |
|
|
2022
Q3 | $1.15M | Buy |
7,114
+30
| +0.4% | +$4.85K | 0.29% | 46 |
|
|
2022
Q2 | $1.31M | Buy |
7,084
+678
| +11% | +$126K | 0.3% | 46 |
|
|
2022
Q1 | $1.22M | Buy |
6,406
+904
| +16% | +$172K | 0.25% | 46 |
|
|
2021
Q4 | $1.12M | Hold |
5,502
| – | – | 0.23% | 54 |
|
|
2021
Q3 | $978K | Hold |
5,502
| – | – | 0.19% | 58 |
|
|
2021
Q2 | $1.17M | Buy |
+5,502
| New | +$1.17M | 0.23% | 55 |
|