Cassady Schiller 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 | $19.9K | Buy |
158
+30
| +23% | +$3.78K | 0.01% | 282 |
|
|
2024
Q3 | $17.4K | Hold |
128
| – | – | 0.01% | 282 |
|
|
2024
Q2 | $17.5K | Sell |
128
-356
| -74% | -$48.7K | 0.01% | 282 |
|
|
2024
Q1 | $72K | Sell |
484
-100
| -17% | -$14.9K | 0.03% | 180 |
|
|
2023
Q4 | $91.8K | Hold |
584
| – | – | 0.05% | 154 |
|
|
2023
Q3 | $91K | Buy |
584
+31
| +6% | +$4.83K | 0.05% | 151 |
|
|
2023
Q2 | $99.2K | Buy |
553
+74
| +15% | +$13.3K | 0.05% | 146 |
|
|
2023
Q1 | $92.9K | Sell |
479
-12
| -2% | -$2.33K | 0.04% | 146 |
|
|
2022
Q4 | $85.3K | Buy |
+491
| New | +$85.3K | 0.05% | 140 |
|
|
2022
Q1 | – | Sell |
-463
| Closed | -$99K | – | 571 |
|
|
2021
Q4 | $99K | Buy |
+463
| New | +$99K | 0.06% | 132 |
|