Harvey Investment Company’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 |
-1,438
| Closed | -$214K | – | 100 |
|
|
2024
Q1 | $214K | Hold |
1,438
| – | – | 0.02% | 95 |
|
|
2023
Q4 | $226K | Hold |
1,438
| – | – | 0.03% | 89 |
|
|
2023
Q3 | $224K | Hold |
1,438
| – | – | 0.03% | 86 |
|
|
2023
Q2 | $258K | Sell |
1,438
-20
| -1% | -$3.59K | 0.03% | 85 |
|
|
2023
Q1 | $283K | Hold |
1,458
| – | – | 0.04% | 84 |
|
|
2022
Q4 | $253K | Hold |
1,458
| – | – | 0.03% | 87 |
|
|
2022
Q3 | $236K | Hold |
1,458
| – | – | 0.03% | 86 |
|
|
2022
Q2 | $266K | Hold |
1,458
| – | – | 0.04% | 84 |
|
|
2022
Q1 | $313K | Hold |
1,458
| – | – | 0.04% | 81 |
|
|
2021
Q4 | $313K | Hold |
1,458
| – | – | 0.04% | 85 |
|
|
2021
Q3 | $266K | Hold |
1,458
| – | – | 0.03% | 86 |
|
|
2021
Q2 | $303K | Hold |
1,458
| – | – | 0.04% | 81 |
|
|
2021
Q1 | $248K | Hold |
1,458
| – | – | 0.04% | 88 |
|
|
2020
Q4 | $246K | Hold |
1,458
| – | – | 0.03% | 87 |
|
|
2020
Q3 | $243K | Buy |
+1,458
| New | +$243K | 0.04% | 84 |
|