Argonautica Private 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-18,053
| Closed | -$2.68M | – | 211 |
|
2024
Q1 | $2.68M | Buy |
18,053
+710
| +4% | +$106K | 0.96% | 28 |
|
2023
Q4 | $2.73M | Sell |
17,343
-884
| -5% | -$139K | 1.12% | 24 |
|
2023
Q3 | $2.84M | Buy |
18,227
+8
| +0% | +$1.25K | 1.28% | 21 |
|
2023
Q2 | $3.27M | Buy |
18,219
+47
| +0.3% | +$8.43K | 1.47% | 16 |
|
2023
Q1 | $3.53M | Sell |
18,172
-2,564
| -12% | -$497K | 1.78% | 11 |
|
2022
Q4 | $3.6M | Buy |
+20,736
| New | +$3.6M | 1.85% | 12 |
|