Hamilton Capital’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 |
-1,687
| Closed | -$226K | – | 140 |
|
|
2024
Q3 | $226K | Buy |
1,687
+101
| +6% | +$13.5K | 0.02% | 116 |
|
|
2024
Q2 | $217K | Sell |
1,586
-408
| -20% | -$55.8K | 0.02% | 111 |
|
|
2024
Q1 | $296K | Buy |
1,994
+27
| +1% | +$4.01K | 0.02% | 98 |
|
|
2023
Q4 | $309K | Buy |
1,967
+287
| +17% | +$45.1K | 0.02% | 91 |
|
|
2023
Q3 | $262K | Sell |
1,680
-179
| -10% | -$27.9K | 0.02% | 91 |
|
|
2023
Q2 | $333K | Sell |
1,859
-125
| -6% | -$22.4K | 0.02% | 74 |
|
|
2023
Q1 | $385K | Buy |
1,984
+525
| +36% | +$102K | 0.02% | 66 |
|
|
2022
Q4 | $254K | Buy |
+1,459
| New | +$254K | 0.02% | 112 |
|
|
2022
Q1 | – | Sell |
-2,309
| Closed | -$495K | – | 151 |
|
|
2021
Q4 | $495K | Buy |
+2,309
| New | +$495K | 0.04% | 67 |
|