HBC Financial Services’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 | $28K | Buy |
222
+1
| +0.5% | +$126 | 0.02% | 86 |
|
|
2024
Q3 | $29K | Buy |
221
+2
| +0.9% | +$262 | 0.02% | 88 |
|
|
2024
Q2 | $28K | Buy |
219
+1
| +0.5% | +$128 | 0.02% | 90 |
|
|
2024
Q1 | $31K | Buy |
218
+1
| +0.5% | +$142 | 0.02% | 81 |
|
|
2023
Q4 | $34K | Buy |
217
+2
| +0.9% | +$313 | 0.02% | 81 |
|
|
2023
Q3 | $33K | Buy |
215
+1
| +0.5% | +$153 | 0.02% | 73 |
|
|
2023
Q2 | $39K | Sell |
214
-384
| -64% | -$70K | 0.03% | 74 |
|
|
2023
Q1 | $115K | Buy |
598
+1
| +0.2% | +$192 | 0.09% | 39 |
|
|
2022
Q4 | $105K | Buy |
597
+151
| +34% | +$26.6K | 0.08% | 41 |
|
|
2022
Q3 | $72K | Hold |
446
| – | – | 0.06% | 44 |
|
|
2022
Q2 | $82K | Buy |
446
+1
| +0.2% | +$184 | 0.06% | 43 |
|
|
2022
Q1 | $81K | Sell |
445
-72
| -14% | -$13.1K | 0.06% | 46 |
|
|
2021
Q4 | $110K | Buy |
517
+134
| +35% | +$28.5K | 0.07% | 41 |
|
|
2021
Q3 | $69K | Buy |
383
+50
| +15% | +$9.01K | 0.05% | 47 |
|
|
2021
Q2 | $70K | Sell |
333
-99
| -23% | -$20.8K | 0.05% | 48 |
|
|
2021
Q1 | $77.7K | Buy |
432
+50
| +13% | +$9K | 0.05% | 49 |
|
|
2020
Q4 | $61K | Buy |
382
+51
| +15% | +$8.14K | 0.05% | 56 |
|
|
2020
Q3 | $54K | Buy |
331
+125
| +61% | +$20.4K | 0.05% | 54 |
|
|
2020
Q2 | $25K | Buy |
206
+2
| +1% | +$243 | 0.02% | 84 |
|
|
2020
Q1 | $18K | Hold |
204
| – | – | 0.02% | 90 |
|
|
2019
Q4 | $24K | Buy |
+204
| New | +$24K | 0.02% | 97 |
|