Berger Financial Group’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
Q2 | – | Sell |
-1,524
| Closed | -$227K | – | 377 |
|
|
2024
Q1 | $227K | Buy |
+1,524
| New | +$227K | 0.02% | 333 |
|
|
2023
Q3 | – | Sell |
-1,226
| Closed | -$220K | – | 291 |
|
|
2023
Q2 | $220K | Sell |
1,226
-7
| -0.6% | -$1.26K | 0.02% | 263 |
|
|
2023
Q1 | $239K | Buy |
1,233
+68
| +6% | +$13.2K | 0.03% | 242 |
|
|
2022
Q4 | $203K | Buy |
+1,165
| New | +$203K | 0.03% | 250 |
|
|
2022
Q3 | – | Sell |
-1,189
| Closed | -$217K | – | 258 |
|
|
2022
Q2 | $217K | Sell |
1,189
-103
| -8% | -$18.8K | 0.03% | 224 |
|
|
2022
Q1 | $277K | Sell |
1,292
-24,806
| -95% | -$5.32M | 0.04% | 219 |
|
|
2021
Q4 | $5.59M | Buy |
26,098
+890
| +4% | +$191K | 0.74% | 37 |
|
|
2021
Q3 | $4.59M | Sell |
25,208
-167
| -0.7% | -$30.4K | 0.83% | 39 |
|
|
2021
Q2 | $5.28M | Sell |
25,375
-1
| -0% | -$208 | 0.95% | 27 |
|
|
2021
Q1 | $4.31M | Buy |
+25,376
| New | +$4.31M | 0.94% | 36 |
|