Drive 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 | – | Sell |
-2,360
| Closed | -$322K | – | 380 |
|
|
2024
Q3 | $322K | Sell |
2,360
-618
| -21% | -$84.2K | 0.08% | 197 |
|
|
2024
Q2 | $408K | Sell |
2,978
-235
| -7% | -$32.2K | 0.11% | 158 |
|
|
2024
Q1 | $478K | Sell |
3,213
-288
| -8% | -$42.8K | 0.13% | 139 |
|
|
2023
Q4 | $550K | Buy |
3,501
+202
| +6% | +$31.8K | 0.18% | 112 |
|
|
2023
Q3 | $514K | Sell |
3,299
-467
| -12% | -$72.8K | 0.19% | 107 |
|
|
2023
Q2 | $675K | Sell |
3,766
-208
| -5% | -$37.3K | 0.25% | 84 |
|
|
2023
Q1 | $771K | Buy |
3,974
+203
| +5% | +$39.4K | 0.32% | 74 |
|
|
2022
Q4 | $656K | Buy |
3,771
+1,141
| +43% | +$198K | 0.33% | 75 |
|
|
2022
Q3 | $425K | Buy |
2,630
+293
| +13% | +$47.3K | 0.4% | 73 |
|
|
2022
Q2 | $427K | Buy |
2,337
+1,401
| +150% | +$256K | 0.39% | 73 |
|
|
2022
Q1 | $201K | Buy |
+936
| New | +$201K | 0.17% | 151 |
|