Connectus Wealth’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 | – | Sell |
-12,368
| Closed | -$1.95M | – | 516 |
|
|
2023
Q4 | $1.95M | Sell |
12,368
-1,620
| -12% | -$255K | 0.04% | 270 |
|
|
2023
Q3 | $2.18M | Buy |
13,988
+1,864
| +15% | +$291K | 0.05% | 242 |
|
|
2023
Q2 | $2.17M | Buy |
12,124
+4,043
| +50% | +$725K | 0.05% | 203 |
|
|
2023
Q1 | $1.57M | Buy |
8,081
+1,198
| +17% | +$233K | 0.04% | 246 |
|
|
2022
Q4 | $1.2M | Buy |
+6,883
| New | +$1.2M | 0.03% | 270 |
|
|
2022
Q3 | – | Sell |
-1,096
| Closed | -$200K | – | 536 |
|
|
2022
Q2 | $200K | Buy |
+1,096
| New | +$200K | ﹤0.01% | 413 |
|
|
2022
Q1 | – | Sell |
-28,734
| Closed | -$6.16M | – | 413 |
|
|
2021
Q4 | $6.16M | Buy |
+28,734
| New | +$6.16M | 0.24% | 68 |
|