Grandview Asset 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 |
-2,396
| Closed | -$356K | – | 99 |
|
|
2024
Q1 | $356K | Sell |
2,396
-134
| -5% | -$19.9K | 0.16% | 82 |
|
|
2023
Q4 | $398K | Sell |
2,530
-66
| -3% | -$10.4K | 0.21% | 73 |
|
|
2023
Q3 | $405K | Buy |
+2,596
| New | +$405K | 0.23% | 73 |
|
|
2023
Q2 | – | Sell |
-3,649
| Closed | -$708K | – | 106 |
|
|
2023
Q1 | $708K | Sell |
3,649
-462
| -11% | -$89.6K | 0.42% | 58 |
|
|
2022
Q4 | $715K | Sell |
4,111
-2
| -0% | -$348 | 0.45% | 54 |
|
|
2022
Q3 | $664K | Sell |
4,113
-144
| -3% | -$23.2K | 0.42% | 57 |
|
|
2022
Q2 | $777K | Sell |
4,257
-237
| -5% | -$43.3K | 0.43% | 54 |
|
|
2022
Q1 | $964K | Buy |
4,494
+182
| +4% | +$39K | 0.41% | 59 |
|
|
2021
Q4 | $924K | Buy |
+4,312
| New | +$924K | 0.37% | 60 |
|
|
2021
Q3 | – | Sell |
-4,620
| Closed | -$961K | – | 112 |
|
|
2021
Q2 | $961K | Buy |
4,620
+791
| +21% | +$165K | 0.53% | 50 |
|
|
2021
Q1 | $651K | Buy |
3,829
+572
| +18% | +$97.3K | 0.35% | 69 |
|
|
2020
Q4 | $549K | Buy |
+3,257
| New | +$549K | 0.36% | 68 |
|