Alaethes Wealth’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
Q2 | – | Sell |
-8,402
| Closed | -$1.25M | – | 114 |
|
|
2024
Q1 | $1.25M | Buy |
8,402
+298
| +4% | +$44.3K | 0.55% | 75 |
|
|
2023
Q4 | $1.27M | Buy |
8,104
+288
| +4% | +$45.3K | 0.6% | 69 |
|
|
2023
Q3 | $1.22M | Buy |
7,816
+587
| +8% | +$91.5K | 0.67% | 65 |
|
|
2023
Q2 | $1.3M | Buy |
7,229
+185
| +3% | +$33.2K | 0.71% | 56 |
|
|
2023
Q1 | $1.37M | Buy |
7,044
+186
| +3% | +$36.1K | 0.8% | 48 |
|
|
2022
Q4 | $1.19M | Buy |
6,858
+157
| +2% | +$27.3K | 0.82% | 53 |
|
|
2022
Q3 | $1.08M | Buy |
6,701
+246
| +4% | +$39.8K | 0.8% | 45 |
|
|
2022
Q2 | $1.18M | Buy |
6,455
+356
| +6% | +$65K | 0.87% | 37 |
|
|
2022
Q1 | $1.31M | Buy |
6,099
+124
| +2% | +$26.6K | 0.83% | 42 |
|
|
2021
Q4 | $1.28M | Buy |
5,975
+166
| +3% | +$35.6K | 0.81% | 45 |
|
|
2021
Q3 | $1.06M | Buy |
5,809
+612
| +12% | +$111K | 0.77% | 49 |
|
|
2021
Q2 | $1.08M | Sell |
5,197
-5
| -0.1% | -$1.04K | 0.83% | 43 |
|
|
2021
Q1 | $884K | Buy |
+5,202
| New | +$884K | 0.82% | 44 |
|