Curi 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
Q1 | – | Sell |
-2,179
| Closed | -$343K | – | 143 |
|
|
2023
Q4 | $343K | Sell |
2,179
-3
| -0.1% | -$472 | 0.05% | 112 |
|
|
2023
Q3 | $340K | Sell |
2,182
-108
| -5% | -$16.8K | 0.05% | 103 |
|
|
2023
Q2 | $410K | Buy |
2,290
+16
| +0.7% | +$2.87K | 0.06% | 100 |
|
|
2023
Q1 | $441K | Buy |
2,274
+6
| +0.3% | +$1.16K | 0.06% | 100 |
|
|
2022
Q4 | $394K | Sell |
2,268
-46
| -2% | -$8K | 0.06% | 124 |
|
|
2022
Q3 | $374K | Buy |
2,314
+1,406
| +155% | +$227K | 0.06% | 117 |
|
|
2022
Q2 | $166K | Buy |
908
+782
| +621% | +$143K | 0.03% | 135 |
|
|
2022
Q1 | $27K | Sell |
126
-9
| -7% | -$1.93K | ﹤0.01% | 260 |
|
|
2021
Q4 | $28K | Buy |
+135
| New | +$28K | ﹤0.01% | 217 |
|
|
2021
Q1 | – | Sell |
-944
| Closed | -$158K | – | 461 |
|
|
2020
Q4 | $158K | Buy |
+944
| New | +$158K | 0.11% | 94 |
|