Drake & Associates’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
Q2 | – | Sell |
-1,428
| Closed | -$212K | – | 89 |
|
|
2024
Q1 | $212K | Sell |
1,428
-400
| -22% | -$59.5K | 0.08% | 78 |
|
|
2023
Q4 | $287K | Hold |
1,828
| – | – | 0.12% | 63 |
|
|
2023
Q3 | $285K | Sell |
1,828
-87
| -5% | -$13.6K | 0.13% | 58 |
|
|
2023
Q2 | $343K | Sell |
1,915
-89
| -4% | -$16K | 0.15% | 53 |
|
|
2023
Q1 | $389K | Sell |
2,004
-123
| -6% | -$23.9K | 0.19% | 36 |
|
|
2022
Q4 | $370K | Buy |
2,127
+105
| +5% | +$18.3K | 0.2% | 40 |
|
|
2022
Q3 | $327K | Sell |
2,022
-59
| -3% | -$9.54K | 0.19% | 30 |
|
|
2022
Q2 | $380K | Buy |
+2,081
| New | +$380K | 0.21% | 28 |
|