Diversified’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
Q3 | $209K | Sell |
1,530
-22
| -1% | -$3K | 0.02% | 221 |
|
|
2024
Q2 | $212K | Buy |
1,552
+131
| +9% | +$17.9K | 0.03% | 219 |
|
|
2024
Q1 | $211K | Buy |
1,421
+11
| +0.8% | +$1.64K | 0.03% | 167 |
|
|
2023
Q4 | $222K | Hold |
1,410
| – | – | 0.05% | 140 |
|
|
2023
Q3 | $220K | Buy |
1,410
+61
| +5% | +$9.51K | 0.06% | 125 |
|
|
2023
Q2 | $242K | Sell |
1,349
-15
| -1% | -$2.69K | 0.06% | 123 |
|
|
2023
Q1 | $265K | Buy |
1,364
+8
| +0.6% | +$1.55K | 0.09% | 117 |
|
|
2022
Q4 | $236K | Buy |
+1,356
| New | +$236K | 0.09% | 128 |
|
|
2021
Q1 | – | Sell |
-649
| Closed | -$108K | – | 317 |
|
|
2020
Q4 | $108K | Buy |
+649
| New | +$108K | 0.09% | 137 |
|