Gries Financial’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
Q3 | – | Sell |
-13,508
| Closed | -$1.85M | – | 284 |
|
|
2024
Q2 | $1.85M | Sell |
13,508
-536
| -4% | -$73.4K | 0.38% | 69 |
|
|
2024
Q1 | $2.09M | Buy |
14,044
+126
| +0.9% | +$18.7K | 0.35% | 77 |
|
|
2023
Q4 | $2.19M | Buy |
13,918
+225
| +2% | +$35.4K | 0.48% | 51 |
|
|
2023
Q3 | $2.13M | Sell |
13,693
-660
| -5% | -$103K | 0.58% | 40 |
|
|
2023
Q2 | $2.57M | Buy |
14,353
+6,024
| +72% | +$1.08M | 0.71% | 31 |
|
|
2023
Q1 | $1.62M | Sell |
8,329
-859
| -9% | -$167K | 0.48% | 63 |
|
|
2022
Q4 | $1.6M | Buy |
+9,188
| New | +$1.6M | 0.53% | 67 |
|