Horizon Family Wealth’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
Q4 | – | Sell |
-1,445
| Closed | -$225K | – | 72 |
|
|
2023
Q3 | $225K | Buy |
1,445
+124
| +9% | +$19.3K | 0.22% | 57 |
|
|
2023
Q2 | $237K | Sell |
1,321
-4
| -0.3% | -$717 | 0.23% | 56 |
|
|
2023
Q1 | $257K | Buy |
1,325
+49
| +4% | +$9.5K | 0.27% | 47 |
|
|
2022
Q4 | $222K | Buy |
1,276
+33
| +3% | +$5.74K | 0.26% | 52 |
|
|
2022
Q3 | $201K | Buy |
1,243
+17
| +1% | +$2.75K | 0.25% | 53 |
|
|
2022
Q2 | $224K | Sell |
1,226
-36
| -3% | -$6.58K | 0.26% | 49 |
|
|
2022
Q1 | $271K | Buy |
+1,262
| New | +$271K | 0.27% | 48 |
|