AMI Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,100
| Closed | -$213K | – | 58 |
|
|
2023
Q1 | $213K | Buy |
+1,100
| New | +$213K | 0.1% | 56 |
|
|
2022
Q2 | – | Sell |
-1,057
| Closed | -$227K | – | 72 |
|
|
2022
Q1 | $227K | Sell |
1,057
-100
| -9% | -$21.5K | 0.1% | 69 |
|
|
2021
Q4 | $248K | Hold |
1,157
| – | – | 0.1% | 69 |
|
|
2021
Q3 | $211K | Hold |
1,157
| – | – | 0.09% | 70 |
|
|
2021
Q2 | $241K | Buy |
+1,157
| New | +$241K | 0.1% | 69 |
|
|
2014
Q3 | – | Sell |
-992
| Closed | -$101K | – | 37 |
|
|
2014
Q2 | $101K | Hold |
992
| – | – | 0.09% | 27 |
|
|
2014
Q1 | $96K | Sell |
992
-185
| -16% | -$17.9K | 0.08% | 36 |
|
|
2013
Q4 | $124K | Buy |
+1,177
| New | +$124K | 0.11% | 35 |
|