FAS Wealth Partners’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 |
-10,914
| Closed | -$1.62M | – | 449 |
|
|
2024
Q1 | $1.62M | Buy |
10,914
+133
| +1% | +$19.8K | 0.14% | 122 |
|
|
2023
Q4 | $1.7M | Buy |
10,781
+1,883
| +21% | +$296K | 0.16% | 119 |
|
|
2023
Q3 | $1.39M | Buy |
8,898
+489
| +6% | +$76.2K | 0.15% | 119 |
|
|
2023
Q2 | $1.51M | Buy |
8,409
+749
| +10% | +$134K | 0.19% | 100 |
|
|
2023
Q1 | $1.49M | Buy |
7,660
+237
| +3% | +$46K | 0.16% | 115 |
|
|
2022
Q4 | $1.29M | Buy |
7,423
+950
| +15% | +$165K | 0.15% | 125 |
|
|
2022
Q3 | $1.05M | Buy |
6,473
+1,262
| +24% | +$204K | 0.12% | 124 |
|
|
2022
Q2 | $951K | Buy |
5,211
+868
| +20% | +$158K | 0.1% | 131 |
|
|
2022
Q1 | $931K | Buy |
4,343
+1,014
| +30% | +$217K | 0.09% | 139 |
|
|
2021
Q4 | $714K | Buy |
3,329
+1,308
| +65% | +$281K | 0.07% | 157 |
|
|
2021
Q3 | $368K | Buy |
2,021
+746
| +59% | +$136K | 0.03% | 212 |
|
|
2021
Q2 | $265K | Buy |
+1,275
| New | +$265K | 0.02% | 245 |
|