AXS Investments’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
Q3 | – | Sell |
-3,736
| Closed | -$511K | – | 251 |
|
|
2024
Q2 | $511K | Buy |
+3,736
| New | +$511K | 0.14% | 198 |
|
|
2024
Q1 | – | Sell |
-3,442
| Closed | -$541K | – | 408 |
|
|
2023
Q4 | $541K | Buy |
3,442
+4
| +0.1% | +$629 | 0.13% | 215 |
|
|
2023
Q3 | $536K | Sell |
3,438
-135
| -4% | -$21K | 0.14% | 209 |
|
|
2023
Q2 | $640K | Sell |
3,573
-134
| -4% | -$24K | 0.17% | 188 |
|
|
2023
Q1 | $719K | Sell |
3,707
-115
| -3% | -$22.3K | 0.24% | 146 |
|
|
2022
Q4 | $664K | Sell |
3,822
-5,817
| -60% | -$1.01M | 0.24% | 144 |
|
|
2022
Q3 | $1.56M | Sell |
9,639
-492
| -5% | -$79.5K | 0.61% | 36 |
|
|
2022
Q2 | $1.85M | Buy |
10,131
+3,024
| +43% | +$552K | 0.66% | 33 |
|
|
2022
Q1 | $1.52M | Sell |
7,107
-9,127
| -56% | -$1.96M | 0.61% | 45 |
|
|
2021
Q4 | $3.48M | Buy |
+16,234
| New | +$3.48M | 0.82% | 39 |
|
|
2021
Q3 | – | Sell |
-7,523
| Closed | -$1.57M | – | 213 |
|
|
2021
Q2 | $1.57M | Buy |
7,523
+348
| +5% | +$72.4K | 0.48% | 57 |
|
|
2021
Q1 | $1.22M | Buy |
+7,175
| New | +$1.22M | 0.43% | 58 |
|