Cahaba 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,494
| Closed | -$204K | – | 154 |
|
|
2024
Q3 | $204K | Sell |
1,494
-130
| -8% | -$17.7K | 0.02% | 143 |
|
|
2024
Q2 | $222K | Sell |
1,624
-11
| -0.7% | -$1.51K | 0.02% | 136 |
|
|
2024
Q1 | $243K | Sell |
1,635
-123
| -7% | -$18.3K | 0.02% | 133 |
|
|
2023
Q4 | $276K | Sell |
1,758
-95
| -5% | -$14.9K | 0.03% | 114 |
|
|
2023
Q3 | $289K | Sell |
1,853
-190
| -9% | -$29.6K | 0.03% | 109 |
|
|
2023
Q2 | $366K | Sell |
2,043
-168
| -8% | -$30.1K | 0.04% | 98 |
|
|
2023
Q1 | $429K | Sell |
2,211
-11
| -0.5% | -$2.13K | 0.05% | 88 |
|
|
2022
Q4 | $386K | Sell |
2,222
-38
| -2% | -$6.61K | 0.05% | 89 |
|
|
2022
Q3 | $365K | Sell |
2,260
-82
| -4% | -$13.2K | 0.05% | 86 |
|
|
2022
Q2 | $427K | Sell |
2,342
-680
| -23% | -$124K | 0.06% | 83 |
|
|
2022
Q1 | $543K | Buy |
3,022
+421
| +16% | +$75.6K | 0.07% | 77 |
|
|
2021
Q4 | $558K | Buy |
2,601
+1
| +0% | +$215 | 0.07% | 75 |
|
|
2021
Q3 | $473K | Buy |
+2,600
| New | +$473K | 0.07% | 78 |
|