Caliber Wealth Management (Utah)’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 | $2.07M | Buy |
13,925
+873
| +7% | +$130K | 1.1% | 42 |
|
|
2023
Q4 | $2.05M | Buy |
13,052
+691
| +6% | +$109K | 1.21% | 39 |
|
|
2023
Q3 | $1.93M | Buy |
12,361
+194
| +2% | +$30.2K | 1.3% | 38 |
|
|
2023
Q2 | $2.18M | Buy |
12,167
+1,278
| +12% | +$229K | 1.46% | 25 |
|
|
2023
Q1 | $2.11M | Buy |
10,889
+658
| +6% | +$128K | 1.58% | 21 |
|
|
2022
Q4 | $1.78M | Sell |
10,231
-80
| -0.8% | -$13.9K | 1.36% | 27 |
|
|
2022
Q3 | $1.67M | Buy |
10,311
+836
| +9% | +$135K | 1.32% | 34 |
|
|
2022
Q2 | $1.73M | Buy |
9,475
+965
| +11% | +$176K | 1.35% | 33 |
|
|
2022
Q1 | $1.83M | Buy |
+8,510
| New | +$1.83M | 1.16% | 41 |
|