Hoese & Co’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 |
-26
| Closed | -$3.85K | – | 157 |
|
|
2024
Q1 | $3.85K | Hold |
26
| – | – | ﹤0.01% | 131 |
|
|
2023
Q4 | $3.94K | Hold |
26
| – | – | ﹤0.01% | 140 |
|
|
2023
Q3 | $4.05K | Hold |
26
| – | – | ﹤0.01% | 148 |
|
|
2023
Q2 | $4.66K | Hold |
26
| – | – | ﹤0.01% | 155 |
|
|
2023
Q1 | $4.74K | Hold |
26
| – | – | 0.01% | 153 |
|
|
2022
Q4 | $5K | Sell |
26
-20
| -43% | -$3.85K | 0.01% | 161 |
|
|
2022
Q3 | $7K | Hold |
46
| – | – | 0.01% | 156 |
|
|
2022
Q2 | $8K | Hold |
46
| – | – | 0.01% | 156 |
|
|
2022
Q1 | $10K | Hold |
46
| – | – | 0.01% | 152 |
|
|
2021
Q4 | $10K | Buy |
46
+26
| +130% | +$5.65K | 0.01% | 149 |
|
|
2021
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 174 |
|
|
2021
Q2 | $4K | Sell |
20
-28
| -58% | -$5.6K | ﹤0.01% | 184 |
|
|
2021
Q1 | $8K | Buy |
+48
| New | +$8K | 0.01% | 97 |
|