Andesa Financial 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
Q1 | – | Sell |
-2,176
| Closed | -$378K | – | 154 |
|
|
2022
Q4 | $378K | Sell |
2,176
-407
| -16% | -$70.8K | 0.21% | 94 |
|
|
2022
Q3 | $417K | Buy |
2,583
+742
| +40% | +$120K | 0.15% | 100 |
|
|
2022
Q2 | $336K | Sell |
1,841
-695
| -27% | -$127K | 0.21% | 92 |
|
|
2022
Q1 | $545K | Buy |
2,536
+50
| +2% | +$10.7K | 0.29% | 76 |
|
|
2021
Q4 | $533K | Buy |
2,486
+380
| +18% | +$81.5K | 0.26% | 86 |
|
|
2021
Q3 | $382K | Buy |
+2,106
| New | +$382K | 0.21% | 100 |
|
|
2021
Q1 | – | Sell |
-2,366
| Closed | -$401K | – | 149 |
|
|
2020
Q4 | $401K | Sell |
2,366
-182
| -7% | -$30.8K | 0.26% | 87 |
|
|
2020
Q3 | $425K | Buy |
2,548
+87
| +4% | +$14.5K | 0.18% | 94 |
|
|
2020
Q2 | $273K | Buy |
+2,461
| New | +$273K | 0.24% | 86 |
|
|
2020
Q1 | – | Sell |
-2,285
| Closed | -$270K | – | 109 |
|
|
2019
Q4 | $270K | Buy |
+2,285
| New | +$270K | 0.24% | 83 |
|
|
2019
Q2 | – | Sell |
-2,948
| Closed | -$332K | – | 143 |
|
|
2019
Q1 | $332K | Buy |
+2,948
| New | +$332K | 0.16% | 113 |
|