Centurion 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 |
-1,833
| Closed | -$250K | – | 227 |
|
|
2024
Q3 | $250K | Buy |
+1,833
| New | +$250K | 0.08% | 175 |
|
|
2024
Q1 | $266K | Buy |
1,791
+124
| +7% | +$18.4K | 0.1% | 147 |
|
|
2023
Q4 | $262K | Buy |
1,667
+43
| +3% | +$6.76K | 0.11% | 137 |
|
|
2023
Q3 | $253K | Buy |
1,624
+190
| +13% | +$29.6K | 0.12% | 118 |
|
|
2023
Q2 | $257K | Sell |
1,434
-7
| -0.5% | -$1.26K | 0.12% | 123 |
|
|
2023
Q1 | $279K | Buy |
1,441
+10
| +0.7% | +$1.94K | 0.14% | 108 |
|
|
2022
Q4 | $249K | Buy |
+1,431
| New | +$249K | 0.14% | 124 |
|