Baker Tilly 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
Q4 | – | Sell |
-2,321
| Closed | -$316K | – | 251 |
|
|
2024
Q3 | $316K | Sell |
2,321
-352
| -13% | -$48K | 0.14% | 172 |
|
|
2024
Q2 | $366K | Sell |
2,673
-2,801
| -51% | -$383K | 0.15% | 165 |
|
|
2024
Q1 | $814K | Buy |
5,474
+357
| +7% | +$53.1K | 0.15% | 153 |
|
|
2023
Q4 | $805K | Sell |
5,117
-987
| -16% | -$155K | 0.13% | 171 |
|
|
2023
Q3 | $951K | Sell |
6,104
-5,568
| -48% | -$868K | 0.16% | 136 |
|
|
2023
Q2 | $2.09M | Sell |
11,672
-1,178
| -9% | -$211K | 0.22% | 97 |
|
|
2023
Q1 | $2.49M | Sell |
12,850
-161
| -1% | -$31.2K | 0.28% | 77 |
|
|
2022
Q4 | $2.26M | Buy |
13,011
+1,433
| +12% | +$249K | 0.28% | 84 |
|
|
2022
Q3 | $1.87M | Sell |
11,578
-163
| -1% | -$26.3K | 0.25% | 89 |
|
|
2022
Q2 | $2.14M | Buy |
11,741
+2,954
| +34% | +$539K | 0.28% | 78 |
|
|
2022
Q1 | $1.89M | Buy |
8,787
+823
| +10% | +$177K | 0.21% | 99 |
|
|
2021
Q4 | $1.71M | Buy |
7,964
+734
| +10% | +$157K | 0.18% | 114 |
|
|
2021
Q3 | $1.32M | Buy |
7,230
+1,028
| +17% | +$187K | 0.17% | 119 |
|
|
2021
Q2 | $1.29M | Buy |
6,202
+1,199
| +24% | +$249K | 0.21% | 104 |
|
|
2021
Q1 | $850K | Buy |
5,003
+3,353
| +203% | +$570K | 0.17% | 141 |
|
|
2020
Q4 | $278K | Buy |
+1,650
| New | +$278K | 0.09% | 252 |
|