Angeles Investment Advisors’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 |
-1,628
| Closed | -$242K | – | 241 |
|
|
2024
Q1 | $242K | Buy |
+1,628
| New | +$242K | 0.01% | 191 |
|
|
2023
Q3 | – | Sell |
-1,268
| Closed | -$227K | – | 216 |
|
|
2023
Q2 | $227K | Buy |
1,268
+32
| +3% | +$5.74K | 0.02% | 140 |
|
|
2023
Q1 | $240K | Buy |
+1,236
| New | +$240K | 0.02% | 131 |
|
|
2022
Q1 | – | Sell |
-1,314
| Closed | -$282K | – | 212 |
|
|
2021
Q4 | $282K | Buy |
+1,314
| New | +$282K | 0.01% | 181 |
|