BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.07M | Sell |
11,535
-106
| -0.9% | -$19K | 0.21% | 82 |
|
|
2023
Q1 | $2.26M | Buy |
11,641
+97
| +0.8% | +$18.8K | 0.23% | 76 |
|
|
2022
Q4 | $2.01M | Buy |
11,544
+11,073
| +2,351% | +$1.93M | 0.22% | 87 |
|
|
2022
Q3 | $76K | Hold |
471
| – | – | 0.01% | 326 |
|
|
2022
Q2 | $86K | Sell |
471
-30
| -6% | -$5.48K | 0.01% | 317 |
|
|
2022
Q1 | $107K | Sell |
501
-109
| -18% | -$23.3K | 0.01% | 304 |
|
|
2021
Q4 | $131K | Buy |
610
+310
| +103% | +$66.6K | 0.01% | 304 |
|
|
2021
Q3 | $55K | Buy |
300
+28
| +10% | +$5.13K | 0.01% | 389 |
|
|
2021
Q2 | $57K | Hold |
272
| – | – | 0.01% | 373 |
|
|
2021
Q1 | $46K | Hold |
272
| – | – | 0.01% | 379 |
|
|
2020
Q4 | $46K | Hold |
272
| – | – | 0.01% | 362 |
|
|
2020
Q3 | $45K | Buy |
272
+4
| +1% | +$662 | 0.01% | 348 |
|
|
2020
Q2 | $30K | Sell |
268
-235
| -47% | -$26.3K | 0.01% | 408 |
|
|
2020
Q1 | $47K | Sell |
503
-608
| -55% | -$56.8K | 0.01% | 325 |
|
|
2019
Q4 | $130K | Buy |
1,111
+211
| +23% | +$24.7K | 0.02% | 253 |
|
|
2019
Q3 | $108K | Sell |
900
-200
| -18% | -$24K | 0.02% | 251 |
|
|
2019
Q2 | $114K | Hold |
1,100
| – | – | 0.02% | 251 |
|
|
2019
Q1 | $123K | Hold |
1,100
| – | – | 0.03% | 258 |
|
|
2018
Q4 | $107K | Buy |
1,100
+200
| +22% | +$19.5K | 0.03% | 229 |
|
|
2018
Q3 | $105K | Sell |
900
-8
| -0.9% | -$933 | 0.02% | 250 |
|
|
2018
Q2 | $96K | Buy |
+908
| New | +$96K | 0.02% | 253 |
|