Bridgeworth’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 | $3.53M | Sell |
22,475
-54
| -0.2% | -$8.49K | 0.35% | 36 |
|
|
2023
Q3 | $3.51M | Buy |
22,529
+7
| +0% | +$1.09K | 0.39% | 35 |
|
|
2023
Q2 | $4.04M | Sell |
22,522
-61
| -0.3% | -$10.9K | 0.45% | 35 |
|
|
2023
Q1 | $4.38M | Sell |
22,583
-3
| -0% | -$582 | 0.55% | 32 |
|
|
2022
Q4 | $3.93M | Buy |
22,586
+23
| +0.1% | +$4K | 0.62% | 29 |
|
|
2022
Q3 | $3.65M | Buy |
22,563
+49
| +0.2% | +$7.92K | 0.84% | 27 |
|
|
2022
Q2 | $4.11M | Buy |
22,514
+144
| +0.6% | +$26.3K | 0.96% | 21 |
|
|
2022
Q1 | $4.8M | Sell |
22,370
-36,384
| -62% | -$7.8M | 1.1% | 18 |
|
|
2021
Q4 | $12.6M | Buy |
+58,754
| New | +$12.6M | 2.78% | 9 |
|
|
2018
Q3 | – | Sell |
-380
| Closed | -$40K | – | 521 |
|
|
2018
Q2 | $40K | Buy |
+380
| New | +$40K | 0.02% | 312 |
|