CPC
Consolidated Planning Corp’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,651
| Closed | -$225K | – | 213 |
|
|
2024
Q3 | $225K | Sell |
1,651
-440
| -21% | -$60K | 0.03% | 184 |
|
|
2024
Q2 | $286K | Sell |
2,091
-273
| -12% | -$37.4K | 0.05% | 147 |
|
|
2024
Q1 | $351K | Sell |
2,364
-926
| -28% | -$138K | 0.06% | 123 |
|
|
2023
Q4 | $517K | Sell |
3,290
-1,821
| -36% | -$286K | 0.1% | 105 |
|
|
2023
Q3 | $797K | Sell |
5,111
-468
| -8% | -$72.9K | 0.18% | 93 |
|
|
2023
Q2 | $1,000K | Sell |
5,579
-14,042
| -72% | -$2.52M | 0.21% | 91 |
|
|
2023
Q1 | $3.81M | Buy |
19,621
+1,051
| +6% | +$204K | 0.99% | 35 |
|
|
2022
Q4 | $3.23M | Buy |
18,570
+1,166
| +7% | +$203K | 0.89% | 33 |
|
|
2022
Q3 | $2.81M | Buy |
17,404
+415
| +2% | +$67K | 0.88% | 41 |
|
|
2022
Q2 | $3.1M | Buy |
+16,989
| New | +$3.1M | 0.97% | 33 |
|
|
2021
Q4 | – | Sell |
-112
| Closed | -$20K | – | 419 |
|
|
2021
Q3 | $20K | Buy |
+112
| New | +$20K | 0.01% | 247 |
|