Baker Boyer National Bank’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,547
| Closed | -$241K | – | 82 |
|
|
2023
Q3 | $241K | Hold |
1,547
| – | – | 0.1% | 76 |
|
|
2023
Q2 | $277K | Hold |
1,547
| – | – | 0.1% | 76 |
|
|
2023
Q1 | $300K | Sell |
1,547
-556
| -26% | -$108K | 0.12% | 69 |
|
|
2022
Q4 | $366K | Buy |
2,103
+24
| +1% | +$4.17K | 0.15% | 55 |
|
|
2022
Q3 | $336K | Sell |
2,079
-457
| -18% | -$73.9K | 0.15% | 53 |
|
|
2022
Q2 | $463K | Buy |
2,536
+150
| +6% | +$27.4K | 0.23% | 46 |
|
|
2022
Q1 | $512K | Sell |
2,386
-25
| -1% | -$5.37K | 0.25% | 48 |
|
|
2021
Q4 | $517K | Buy |
+2,411
| New | +$517K | 0.24% | 44 |
|
|
2021
Q2 | $463K | Buy |
+2,536
| New | +$463K | 0.23% | 46 |
|
|
2018
Q1 | $249K | Hold |
2,375
| – | – | 0.75% | 53 |
|
|
2017
Q4 | $283K | Hold |
2,375
| – | – | 0.85% | 41 |
|
|
2017
Q3 | $285K | Hold |
2,375
| – | – | 0.94% | 37 |
|
|
2017
Q2 | $263K | Hold |
2,375
| – | – | 1.05% | 31 |
|
|
2017
Q1 | $255K | Hold |
2,375
| – | – | 1.04% | 33 |
|
|
2016
Q4 | $272K | Hold |
2,375
| – | – | 1.18% | 31 |
|
|
2016
Q3 | $260K | Hold |
2,375
| – | – | 1.07% | 34 |
|
|
2016
Q2 | $256K | Buy |
+2,375
| New | +$256K | 1.17% | 29 |
|