Hohimer 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,316
| Closed | -$750K | – | 209 |
|
|
2022
Q4 | $750K | Sell |
4,316
-4,328
| -50% | -$752K | 0.24% | 87 |
|
|
2022
Q3 | $1.4M | Buy |
8,644
+1
| +0% | +$161 | 0.45% | 75 |
|
|
2022
Q2 | $1.58M | Hold |
8,643
| – | – | 0.47% | 78 |
|
|
2022
Q1 | $1.85M | Hold |
8,643
| – | – | 0.37% | 86 |
|
|
2021
Q4 | $1.85M | Sell |
8,643
-9
| -0.1% | -$1.93K | 0.39% | 84 |
|
|
2021
Q3 | $1.58M | Buy |
8,652
+44
| +0.5% | +$8.01K | 0.33% | 97 |
|
|
2021
Q2 | $1.79M | Buy |
+8,608
| New | +$1.79M | 0.37% | 92 |
|
|
2021
Q1 | – | Sell |
-2,015
| Closed | -$339K | – | 205 |
|
|
2020
Q4 | $339K | Sell |
2,015
-5,826
| -74% | -$980K | 0.09% | 150 |
|
|
2020
Q3 | $1.35M | Sell |
7,841
-683
| -8% | -$118K | 0.38% | 88 |
|
|
2020
Q2 | $948K | Sell |
8,524
-5,903
| -41% | -$657K | 0.33% | 105 |
|
|
2020
Q1 | $1.48M | Sell |
14,427
-237
| -2% | -$24.3K | 0.63% | 67 |
|
|
2019
Q4 | $1.72M | Buy |
+14,664
| New | +$1.72M | 0.6% | 72 |
|