Focused Wealth Management’s United Parcel Service UPS Stock Holding History

Focused Wealth Management’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-25	Closed	-$3.91K	–	876
2023 Q4	$3.91K	Hold	25	–	–	﹤0.01%	667
2023 Q3	$3.84K	Buy	25 +1	+4%	+$153	﹤0.01%	662
2023 Q2	$4.37K	Hold	24	–	–	﹤0.01%	662
2023 Q1	$4.68K	Hold	24	–	–	﹤0.01%	657
2022 Q4	$4.16K	Hold	24	–	–	﹤0.01%	658
2022 Q3	$4K	Hold	24	–	–	﹤0.01%	657
2022 Q2	$4K	Buy	24 +1	+4%	+$167	﹤0.01%	638
2022 Q1	$5K	Sell	23 -9	-28%	-$1.96K	﹤0.01%	644
2021 Q4	$7K	Sell	32 -116	-78%	-$25.4K	﹤0.01%	623
2021 Q3	$27K	Sell	148 -552	-79%	-$101K	﹤0.01%	441
2021 Q2	$146K	Buy	+700	New	+$146K	0.02%	227
2021 Q1	–	Sell	-22	Closed	-$4K	–	923
2020 Q4	$4K	Hold	22	–	–	﹤0.01%	657
2020 Q3	$4K	Sell	22 -40	-65%	-$7.27K	﹤0.01%	604
2020 Q2	$7K	Sell	62 -76	-55%	-$8.58K	﹤0.01%	510
2020 Q1	$13K	Hold	138	–	–	﹤0.01%	418
2019 Q4	$16K	Sell	138 -151	-52%	-$17.5K	﹤0.01%	435
2019 Q3	$35K	Sell	289 -216	-43%	-$26.2K	0.01%	331
2019 Q2	$52K	Buy	+505	New	+$52K	0.01%	317
2019 Q1	–	Sell	-891	Closed	-$87K	–	724
2018 Q4	$87K	Hold	891	–	–	0.03%	244
2018 Q3	$104K	Hold	891	–	–	0.04%	225
2018 Q2	$95K	Hold	891	–	–	0.03%	229
2018 Q1	$93K	Hold	891	–	–	0.03%	244
2017 Q4	$106K	Buy	+891	New	+$106K	0.03%	227
2017 Q2	–	Sell	-74	Closed	-$8K	–	728
2017 Q1	$8K	Hold	74	–	–	﹤0.01%	482
2016 Q4	$8K	Hold	74	–	–	﹤0.01%	493
2016 Q3	$8K	Hold	74	–	–	﹤0.01%	472
2016 Q2	$8K	Sell	74 -50	-40%	-$5.41K	﹤0.01%	465
2016 Q1	$13K	Hold	124	–	–	0.01%	365
2015 Q4	$12K	Hold	124	–	–	0.01%	380
2015 Q3	$12K	Hold	124	–	–	0.01%	370
2015 Q2	$12K	Hold	124	–	–	0.01%	383
2015 Q1	$12K	Hold	124	–	–	0.01%	398
2014 Q4	$14K	Sell	124 -200	-62%	-$22.6K	0.01%	364
2014 Q3	$32K	Hold	324	–	–	0.02%	247
2014 Q2	$33K	Buy	324 +200	+161%	+$20.4K	0.03%	234
2014 Q1	$12K	Hold	124	–	–	0.01%	362
2013 Q4	$13K	Hold	124	–	–	0.01%	355
2013 Q3	$11K	Buy	+124	New	+$11K	0.01%	349