Dechtman 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 | $372K | Sell |
2,954
-151
| -5% | -$19K | 0.07% | 43 |
|
|
2024
Q3 | $423K | Buy |
3,105
+39
| +1% | +$5.32K | 0.09% | 41 |
|
|
2024
Q2 | $420K | Buy |
3,066
+118
| +4% | +$16.1K | 0.09% | 36 |
|
|
2024
Q1 | $438K | Buy |
2,948
+30
| +1% | +$4.46K | 0.1% | 41 |
|
|
2023
Q4 | $458K | Buy |
2,918
+31
| +1% | +$4.87K | 0.12% | 32 |
|
|
2023
Q3 | $450K | Sell |
2,887
-48
| -2% | -$7.48K | 0.13% | 29 |
|
|
2023
Q2 | $526K | Buy |
+2,935
| New | +$526K | 0.16% | 27 |
|