AFS
Axiom Financial Strategies’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-5,233
| Closed | -$845K | – | 67 |
|
|
2022
Q3 | $845K | Sell |
5,233
-12
| -0.2% | -$1.94K | 0.45% | 31 |
|
|
2022
Q2 | $957K | Sell |
5,245
-6
| -0.1% | -$1.1K | 0.5% | 31 |
|
|
2022
Q1 | $943K | Sell |
5,251
-26
| -0.5% | -$4.67K | 0.48% | 32 |
|
|
2021
Q4 | $1.13M | Sell |
5,277
-96
| -2% | -$20.6K | 0.51% | 31 |
|
|
2021
Q3 | $978K | Hold |
5,373
| – | – | 0.46% | 33 |
|
|
2021
Q2 | $1.12M | Buy |
5,373
+443
| +9% | +$92.1K | 0.52% | 29 |
|
|
2021
Q1 | $838K | Sell |
4,930
-19
| -0.4% | -$3.23K | 0.41% | 32 |
|
|
2020
Q4 | $825K | Hold |
4,949
| – | – | 0.5% | 31 |
|
|
2020
Q3 | $825K | Sell |
4,949
-1,313
| -21% | -$219K | 0.5% | 31 |
|
|
2020
Q2 | $696K | Buy |
6,262
+57
| +0.9% | +$6.34K | 0.45% | 33 |
|
|
2020
Q1 | $580K | Buy |
+6,205
| New | +$580K | 0.47% | 34 |
|