Brasada 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
Q1 | – | Sell |
-15,116
| Closed | -$2.38M | – | 161 |
|
|
2023
Q4 | $2.38M | Buy |
+15,116
| New | +$2.38M | 0.46% | 61 |
|
|
2021
Q1 | – | Sell |
-4,500
| Closed | -$758K | – | 175 |
|
|
2020
Q4 | $758K | Buy |
4,500
+500
| +13% | +$84.2K | 0.17% | 98 |
|
|
2020
Q3 | $667K | Buy |
+4,000
| New | +$667K | 0.17% | 95 |
|
|
2020
Q1 | – | Sell |
-4,000
| Closed | -$468K | – | 162 |
|
|
2019
Q4 | $468K | Buy |
+4,000
| New | +$468K | 0.12% | 117 |
|
|
2018
Q4 | – | Sell |
-152
| Closed | -$18K | – | 380 |
|
|
2018
Q3 | $18K | Buy |
+152
| New | +$18K | 0.01% | 247 |
|