HFR Wealth Management’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 |
-1,400
| Closed | -$208K | – | 55 |
|
|
2024
Q1 | $208K | Sell |
1,400
-200
| -13% | -$29.7K | 0.05% | 54 |
|
|
2023
Q4 | $252K | Sell |
1,600
-170
| -10% | -$26.8K | 0.07% | 52 |
|
|
2023
Q3 | $276K | Hold |
1,770
| – | – | 0.08% | 49 |
|
|
2023
Q2 | $317K | Sell |
1,770
-50
| -3% | -$8.96K | 0.09% | 49 |
|
|
2023
Q1 | $353K | Sell |
1,820
-116
| -6% | -$22.5K | 0.1% | 48 |
|
|
2022
Q4 | $337K | Sell |
1,936
-120
| -6% | -$20.9K | 0.1% | 48 |
|
|
2022
Q3 | $332K | Hold |
2,056
| – | – | 0.11% | 45 |
|
|
2022
Q2 | $375K | Hold |
2,056
| – | – | 0.11% | 43 |
|
|
2022
Q1 | $441K | Sell |
2,056
-96
| -4% | -$20.6K | 0.12% | 45 |
|
|
2021
Q4 | $461K | Hold |
2,152
| – | – | 0.12% | 45 |
|
|
2021
Q3 | $392K | Hold |
2,152
| – | – | 0.11% | 44 |
|
|
2021
Q2 | $448K | Buy |
+2,152
| New | +$448K | 0.13% | 41 |
|