Auxano 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
Q4 | – | Sell |
-1,473
| Closed | -$201K | – | 168 |
|
|
2024
Q3 | $201K | Buy |
+1,473
| New | +$201K | 0.05% | 158 |
|
|
2024
Q1 | – | Sell |
-1,295
| Closed | -$204K | – | 158 |
|
|
2023
Q4 | $204K | Sell |
1,295
-51
| -4% | -$8.02K | 0.07% | 126 |
|
|
2023
Q3 | $210K | Sell |
1,346
-17
| -1% | -$2.65K | 0.09% | 92 |
|
|
2023
Q2 | $264K | Hold |
1,363
| – | – | 0.11% | 87 |
|
|
2023
Q1 | $264K | Hold |
1,363
| – | – | 0.11% | 87 |
|
|
2022
Q4 | $237K | Hold |
1,363
| – | – | 0.11% | 87 |
|
|
2022
Q3 | $220K | Buy |
+1,363
| New | +$220K | 0.1% | 89 |
|