Capital Insight Partners’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
Q2 | – | Sell |
-1,810
| Closed | -$269K | – | 168 |
|
|
2024
Q1 | $269K | Sell |
1,810
-3,015
| -62% | -$448K | 0.05% | 150 |
|
|
2023
Q4 | $759K | Sell |
4,825
-41
| -0.8% | -$6.45K | 0.16% | 99 |
|
|
2023
Q3 | $758K | Hold |
4,866
| – | – | 0.17% | 93 |
|
|
2023
Q2 | $872K | Sell |
4,866
-74
| -1% | -$13.3K | 0.2% | 92 |
|
|
2023
Q1 | $958K | Sell |
4,940
-325
| -6% | -$63K | 0.23% | 96 |
|
|
2022
Q4 | $915K | Sell |
5,265
-279
| -5% | -$48.5K | 0.24% | 93 |
|
|
2022
Q3 | $896K | Sell |
5,544
-3,245
| -37% | -$524K | 0.24% | 90 |
|
|
2022
Q2 | $1.6M | Sell |
8,789
-2,152
| -20% | -$393K | 0.37% | 85 |
|
|
2022
Q1 | $2.35M | Sell |
10,941
-512
| -4% | -$110K | 0.48% | 68 |
|
|
2021
Q4 | $2.46M | Sell |
11,453
-1,347
| -11% | -$289K | 0.5% | 72 |
|
|
2021
Q3 | $2.33M | Sell |
12,800
-287
| -2% | -$52.3K | 0.51% | 74 |
|
|
2021
Q2 | $2.72M | Sell |
13,087
-360
| -3% | -$74.9K | 0.61% | 63 |
|
|
2021
Q1 | $2.29M | Sell |
13,447
-185
| -1% | -$31.5K | 0.56% | 71 |
|
|
2020
Q4 | $2.3M | Sell |
13,632
-808
| -6% | -$136K | 0.58% | 65 |
|
|
2020
Q3 | $2.41M | Buy |
14,440
+2,529
| +21% | +$421K | 0.68% | 55 |
|
|
2020
Q2 | $1.32M | Buy |
+11,911
| New | +$1.32M | 0.42% | 84 |
|