Altium 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
Q2 | $2.67M | Buy |
14,635
+1,082
| +8% | +$197K | 0.19% | 66 |
|
|
2022
Q1 | $2.91M | Buy |
13,553
+1,008
| +8% | +$216K | 0.19% | 66 |
|
|
2021
Q4 | $2.69M | Buy |
12,545
+376
| +3% | +$80.6K | 0.17% | 69 |
|
|
2021
Q3 | $2.22M | Buy |
12,169
+210
| +2% | +$38.2K | 0.16% | 73 |
|
|
2021
Q2 | $2.49M | Sell |
11,959
-197
| -2% | -$41K | 0.18% | 63 |
|
|
2021
Q1 | $2.07M | Buy |
12,156
+144
| +1% | +$24.5K | 0.17% | 72 |
|
|
2020
Q4 | $2.02M | Buy |
12,012
+229
| +2% | +$38.6K | 0.18% | 63 |
|
|
2020
Q3 | $1.96M | Buy |
11,783
+917
| +8% | +$153K | 0.2% | 59 |
|
|
2020
Q2 | $1.21M | Buy |
10,866
+916
| +9% | +$102K | 0.14% | 79 |
|
|
2020
Q1 | $930K | Sell |
9,950
-75
| -0.7% | -$7.01K | 0.13% | 86 |
|
|
2019
Q4 | $1.17M | Buy |
10,025
+609
| +6% | +$71.3K | 0.14% | 85 |
|
|
2019
Q3 | $1.13M | Buy |
9,416
+1,502
| +19% | +$180K | 0.15% | 81 |
|
|
2019
Q2 | $817K | Buy |
7,914
+2,324
| +42% | +$240K | 0.12% | 111 |
|
|
2019
Q1 | $625K | Buy |
5,590
+717
| +15% | +$80.2K | 0.1% | 139 |
|
|
2018
Q4 | $475K | Sell |
4,873
-270
| -5% | -$26.3K | 0.09% | 150 |
|
|
2018
Q3 | $600K | Buy |
5,143
+1,782
| +53% | +$208K | 0.12% | 143 |
|
|
2018
Q2 | $357K | Buy |
+3,361
| New | +$357K | 0.1% | 155 |
|