Hilltop Partners’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 |
-5,962
| Closed | -$816K | – | 110 |
|
2024
Q2 | $816K | Buy |
5,962
+434
| +8% | +$59.4K | 0.3% | 50 |
|
2024
Q1 | $822K | Buy |
5,528
+669
| +14% | +$99.4K | 0.29% | 52 |
|
2023
Q4 | $764K | Sell |
4,859
-564
| -10% | -$88.7K | 0.3% | 47 |
|
2023
Q3 | $845K | Buy |
5,423
+1,659
| +44% | +$259K | 0.36% | 47 |
|
2023
Q2 | $675K | Buy |
+3,764
| New | +$675K | 0.28% | 46 |
|