Buckley 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 | – | Sell |
-1,900
| Closed | -$369K | – | 131 |
|
|
2023
Q1 | $369K | Hold |
1,900
| – | – | 0.14% | 89 |
|
|
2022
Q4 | $330K | Hold |
1,900
| – | – | 0.12% | 92 |
|
|
2022
Q3 | $307K | Hold |
1,900
| – | – | 0.11% | 99 |
|
|
2022
Q2 | $347K | Buy |
+1,900
| New | +$347K | 0.11% | 109 |
|
|
2022
Q1 | – | Sell |
-1,100
| Closed | -$236K | – | 163 |
|
|
2021
Q4 | $236K | Hold |
1,100
| – | – | 0.07% | 118 |
|
|
2021
Q3 | $200K | Hold |
1,100
| – | – | 0.06% | 128 |
|
|
2021
Q2 | $229K | Buy |
+1,100
| New | +$229K | 0.08% | 119 |
|