Barden Capital 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
Q3 | – | Sell |
-6,121
| Closed | -$837K | – | 63 |
|
|
2024
Q2 | $837K | Buy |
6,121
+328
| +6% | +$44.8K | 0.79% | 51 |
|
|
2024
Q1 | $861K | Sell |
5,793
-2,025
| -26% | -$301K | 0.83% | 53 |
|
|
2023
Q4 | $1.22M | Buy |
7,818
+1,022
| +15% | +$159K | 0.99% | 39 |
|
|
2023
Q3 | $1.06M | Buy |
6,796
+842
| +14% | +$131K | 1.03% | 40 |
|
|
2023
Q2 | $1.07M | Sell |
5,954
-794
| -12% | -$142K | 1.17% | 39 |
|
|
2023
Q1 | $1.31M | Buy |
6,748
+79
| +1% | +$15.3K | 1.25% | 31 |
|
|
2022
Q4 | $1.16M | Buy |
6,669
+737
| +12% | +$128K | 1.19% | 36 |
|
|
2022
Q3 | $958K | Buy |
5,932
+154
| +3% | +$24.9K | 1.12% | 39 |
|
|
2022
Q2 | $1.06M | Buy |
5,778
+406
| +8% | +$74.3K | 1.15% | 35 |
|
|
2022
Q1 | $1.15M | Buy |
5,372
+159
| +3% | +$34.1K | 1.13% | 36 |
|
|
2021
Q4 | $1.12M | Buy |
+5,213
| New | +$1.12M | 1.06% | 45 |
|