Gray 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
Q4 | $355K | Sell |
2,815
-54
| -2% | -$6.81K | 0.13% | 93 |
|
|
2024
Q3 | $391K | Buy |
2,869
+149
| +5% | +$20.3K | 0.15% | 85 |
|
|
2024
Q2 | $372K | Sell |
2,720
-49
| -2% | -$6.71K | 0.16% | 79 |
|
|
2024
Q1 | $412K | Hold |
2,769
| – | – | 0.18% | 73 |
|
|
2023
Q4 | $435K | Sell |
2,769
-166
| -6% | -$26.1K | 0.21% | 68 |
|
|
2023
Q3 | $457K | Sell |
2,935
-60
| -2% | -$9.35K | 0.23% | 66 |
|
|
2023
Q2 | $537K | Sell |
2,995
-52
| -2% | -$9.32K | 0.27% | 62 |
|
|
2023
Q1 | $591K | Buy |
3,047
+139
| +5% | +$27K | 0.32% | 60 |
|
|
2022
Q4 | $506K | Buy |
2,908
+75
| +3% | +$13K | 0.29% | 61 |
|
|
2022
Q3 | $458K | Hold |
2,833
| – | – | 0.29% | 60 |
|
|
2022
Q2 | $517K | Sell |
2,833
-16
| -0.6% | -$2.92K | 0.31% | 62 |
|
|
2022
Q1 | $611K | Sell |
2,849
-21
| -0.7% | -$4.5K | 0.31% | 59 |
|
|
2021
Q4 | $615K | Buy |
2,870
+122
| +4% | +$26.1K | 0.31% | 57 |
|
|
2021
Q3 | $500K | Sell |
2,748
-16
| -0.6% | -$2.91K | 0.28% | 62 |
|
|
2021
Q2 | $575K | Buy |
2,764
+113
| +4% | +$23.5K | 0.33% | 54 |
|
|
2021
Q1 | $451K | Buy |
2,651
+125
| +5% | +$21.3K | 0.29% | 64 |
|
|
2020
Q4 | $424K | Buy |
2,526
+157
| +7% | +$26.4K | 0.29% | 58 |
|
|
2020
Q3 | $392K | Hold |
2,369
| – | – | 0.31% | 59 |
|
|
2020
Q2 | $265K | Buy |
2,369
+1
| +0% | +$112 | 0.23% | 76 |
|
|
2020
Q1 | $219K | Buy |
+2,368
| New | +$219K | 0.24% | 78 |
|