Disciplined Investments’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-109
| Closed | -$19.5K | – | 1467 |
|
|
2023
Q2 | $19.5K | Sell |
109
-145
| -57% | -$25.9K | 0.01% | 288 |
|
|
2023
Q1 | $49.2K | Sell |
254
-2
| -0.8% | -$387 | 0.02% | 223 |
|
|
2022
Q4 | $44.4K | Buy |
256
+6
| +2% | +$1.04K | 0.02% | 215 |
|
|
2022
Q3 | $40K | Sell |
250
-13
| -5% | -$2.08K | 0.02% | 242 |
|
|
2022
Q2 | $48K | Buy |
263
+164
| +166% | +$29.9K | 0.02% | 223 |
|
|
2022
Q1 | $21K | Sell |
99
-59
| -37% | -$12.5K | 0.01% | 324 |
|
|
2021
Q4 | $34K | Buy |
158
+100
| +172% | +$21.5K | 0.02% | 247 |
|
|
2021
Q3 | $11K | Hold |
58
| – | – | 0.01% | 302 |
|
|
2021
Q2 | $12K | Hold |
58
| – | – | 0.01% | 294 |
|
|
2021
Q1 | $10K | Buy |
58
+1
| +2% | +$172 | 0.01% | 258 |
|
|
2020
Q4 | $10K | Hold |
57
| – | – | 0.01% | 227 |
|
|
2020
Q3 | $10K | Sell |
57
-113
| -66% | -$19.8K | 0.01% | 260 |
|
|
2020
Q2 | $19K | Sell |
170
-1
| -0.6% | -$112 | 0.01% | 228 |
|
|
2020
Q1 | $16K | Hold |
171
| – | – | 0.02% | 238 |
|
|
2019
Q4 | $20K | Buy |
+171
| New | +$20K | 0.02% | 243 |
|