Affinity Wealth Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $824K | Hold |
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|
2024
Q2 | $827K | Hold |
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|
2024
Q1 | $899K | Hold |
|
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|
2023
Q4 | $951K | Hold |
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|
2023
Q3 | $942K | Sell |
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|
2023
Q2 | $1.28M | Buy |
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|
2023
Q1 | $1.35M | Sell |
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|
2022
Q4 | $1.23M | Sell |
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|
2022
Q3 | $1.15M | Buy |
|
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|
2022
Q2 | $1.31M | Buy |
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|
2022
Q1 | $1.22M | Buy |
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|
2021
Q4 | $1.12M | Hold |
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|
2021
Q3 | $978K | Hold |
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|
2021
Q2 | $1.17M | Buy |
|