Fulcrum Equity 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 |
-1,637
| Closed | -$223K | – | 157 |
|
|
2024
Q3 | $223K | Sell |
1,637
-695
| -30% | -$94.8K | 0.19% | 126 |
|
|
2024
Q2 | $319K | Buy |
2,332
+462
| +25% | +$63.2K | 0.29% | 103 |
|
|
2024
Q1 | $278K | Buy |
1,870
+67
| +4% | +$9.96K | 0.33% | 93 |
|
|
2023
Q4 | $283K | Sell |
1,803
-288
| -14% | -$45.3K | 0.35% | 81 |
|
|
2023
Q3 | $326K | Buy |
+2,091
| New | +$326K | 0.38% | 66 |
|
|
2023
Q2 | – | Sell |
-1,257
| Closed | -$244K | – | 115 |
|
|
2023
Q1 | $244K | Buy |
+1,257
| New | +$244K | 0.23% | 81 |
|