ACM
Antonetti Capital Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.47M | Sell |
22,236
-158
| -0.7% | -$24.6K | 5.41% | 4 |
|
|
2023
Q2 | $4.01M | Sell |
22,394
-20
| -0.1% | -$3.59K | 5.78% | 5 |
|
|
2023
Q1 | $4.35M | Sell |
22,414
-150
| -0.7% | -$29.1K | 6.31% | 5 |
|
|
2022
Q4 | $3.92M | Sell |
22,564
-2,200
| -9% | -$382K | 5.37% | 6 |
|
|
2022
Q3 | $4M | Sell |
24,764
-7,210
| -23% | -$1.16M | 4.61% | 6 |
|
|
2022
Q2 | $5.84M | Buy |
31,974
+9,400
| +42% | +$1.72M | 6.13% | 4 |
|
|
2022
Q1 | $4.84M | Buy |
22,574
+107
| +0.5% | +$22.9K | 4.55% | 6 |
|
|
2021
Q4 | $4.82M | Sell |
22,467
-1,474
| -6% | -$316K | 3.77% | 6 |
|
|
2021
Q3 | $4.36M | Buy |
+23,941
| New | +$4.36M | 3.55% | 8 |
|
|
2014
Q3 | $9.15M | Sell |
93,040
-56
| -0.1% | -$5.5K | 16.02% | 1 |
|
|
2014
Q2 | $9.56M | Hold |
93,096
| – | – | 7.48% | 1 |
|
|
2014
Q1 | $9.07M | Hold |
93,096
| – | – | 7.91% | 1 |
|
|
2013
Q4 | $9.78M | Sell |
93,096
-60
| -0.1% | -$6.31K | 8.88% | 2 |
|
|
2013
Q3 | $8.51M | Sell |
93,156
-1,360
| -1% | -$124K | 8.64% | 2 |
|
|
2013
Q2 | $8.17M | Buy |
+94,516
| New | +$8.17M | 8.98% | 2 |
|