EPG 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
Q2 | – | Sell |
-1,416
| Closed | -$211K | – | 460 |
|
|
2024
Q1 | $211K | Buy |
1,416
+5
| +0.4% | +$743 | 0.05% | 248 |
|
|
2023
Q4 | $205K | Buy |
1,411
+5
| +0.4% | +$725 | 0.05% | 237 |
|
|
2023
Q3 | $219K | Sell |
1,406
-61
| -4% | -$9.51K | 0.07% | 230 |
|
|
2023
Q2 | $263K | Sell |
1,467
-66
| -4% | -$11.8K | 0.08% | 204 |
|
|
2023
Q1 | $297K | Buy |
1,533
+4
| +0.3% | +$776 | 0.09% | 185 |
|
|
2022
Q4 | $266K | Sell |
1,529
-1,287
| -46% | -$224K | 0.1% | 169 |
|
|
2022
Q3 | $455K | Buy |
2,816
+5
| +0.2% | +$808 | 0.19% | 111 |
|
|
2022
Q2 | $513K | Buy |
+2,811
| New | +$513K | 0.22% | 99 |
|
|
2022
Q1 | – | Sell |
-2,986
| Closed | -$640K | – | 436 |
|
|
2021
Q4 | $640K | Sell |
2,986
-36
| -1% | -$7.72K | 0.23% | 93 |
|
|
2021
Q3 | $550K | Buy |
3,022
+78
| +3% | +$14.2K | 0.22% | 96 |
|
|
2021
Q2 | $612K | Buy |
2,944
+53
| +2% | +$11K | 0.26% | 89 |
|
|
2021
Q1 | $491K | Buy |
2,891
+40
| +1% | +$6.79K | 0.24% | 98 |
|
|
2020
Q4 | $480K | Buy |
2,851
+18
| +0.6% | +$3.03K | 0.29% | 78 |
|
|
2020
Q3 | $472K | Buy |
2,833
+396
| +16% | +$66K | 0.35% | 66 |
|
|
2020
Q2 | $271K | Sell |
2,437
-105
| -4% | -$11.7K | 0.19% | 113 |
|
|
2020
Q1 | $237K | Buy |
2,542
+1,375
| +118% | +$128K | 0.17% | 107 |
|
|
2019
Q4 | $137K | Buy |
+1,167
| New | +$137K | 0.1% | 128 |
|