Greenwood Gearhart’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
Q1 | – | Sell |
-965
| Closed | -$152K | – | 270 |
|
|
2023
Q4 | $152K | Buy |
+965
| New | +$152K | 0.02% | 110 |
|
|
2023
Q3 | – | Sell |
-1,750
| Closed | -$314K | – | 103 |
|
|
2023
Q2 | $314K | Sell |
1,750
-12
| -0.7% | -$2.15K | 0.04% | 84 |
|
|
2023
Q1 | $342K | Sell |
1,762
-93
| -5% | -$18K | 0.04% | 77 |
|
|
2022
Q4 | $322K | Sell |
1,855
-79
| -4% | -$13.7K | 0.05% | 84 |
|
|
2022
Q3 | $312K | Sell |
1,934
-11
| -0.6% | -$1.78K | 0.05% | 79 |
|
|
2022
Q2 | $355K | Buy |
1,945
+81
| +4% | +$14.8K | 0.06% | 75 |
|
|
2022
Q1 | $400K | Sell |
1,864
-52
| -3% | -$11.2K | 0.05% | 78 |
|
|
2021
Q4 | $411K | Buy |
+1,916
| New | +$411K | 0.06% | 75 |
|
|
2021
Q3 | – | Sell |
-992
| Closed | -$206K | – | 92 |
|
|
2021
Q2 | $206K | Buy |
+992
| New | +$206K | 0.03% | 86 |
|