Benedetti & Gucer’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 |
-12,546
| Closed | -$1.96M | – | 149 |
|
2023
Q3 | $1.96M | Sell |
12,546
-35
| -0.3% | -$5.46K | 1.07% | 20 |
|
2023
Q2 | $2.26M | Buy |
12,581
+66
| +0.5% | +$11.8K | 1.16% | 17 |
|
2023
Q1 | $2.43M | Sell |
12,515
-16
| -0.1% | -$3.1K | 1.39% | 13 |
|
2022
Q4 | $2.18M | Buy |
12,531
+1
| +0% | +$174 | 1.59% | 11 |
|
2022
Q3 | $2.02M | Hold |
12,530
| – | – | 1.59% | 13 |
|
2022
Q2 | $2.29M | Buy |
12,530
+122
| +1% | +$22.3K | 1.55% | 18 |
|
2022
Q1 | $2.66M | Sell |
12,408
-369
| -3% | -$79.1K | 1.78% | 13 |
|
2021
Q4 | $2.74M | Sell |
12,777
-20
| -0.2% | -$4.29K | 1.86% | 10 |
|
2021
Q3 | $2.33M | Sell |
12,797
-14
| -0.1% | -$2.55K | 1.77% | 11 |
|
2021
Q2 | $2.66M | Buy |
12,811
+97
| +0.8% | +$20.2K | 2.39% | 5 |
|
2021
Q1 | $2.16M | Buy |
+12,714
| New | +$2.16M | 1.99% | 7 |
|