Householder Group Estate & Retirement Specialist’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
Q4 | $14K | Sell |
111
-377
| -77% | -$47.6K | 0.01% | 334 |
|
|
2024
Q3 | $66K | Sell |
488
-27
| -5% | -$3.65K | 0.02% | 439 |
|
|
2024
Q2 | $70K | Buy |
515
+70
| +16% | +$9.52K | 0.02% | 421 |
|
|
2024
Q1 | $66.2K | Sell |
445
-34
| -7% | -$5.06K | 0.02% | 428 |
|
|
2023
Q4 | $75K | Buy |
479
+3
| +0.6% | +$470 | 0.02% | 390 |
|
|
2023
Q3 | $74.3K | Buy |
+476
| New | +$74.3K | 0.03% | 376 |
|
|
2023
Q1 | $113K | Buy |
+583
| New | +$113K | 0.04% | 284 |
|
|
2022
Q4 | – | Sell |
-615
| Closed | -$99K | – | 1084 |
|
|
2022
Q3 | $99K | Buy |
+615
| New | +$99K | 0.04% | 275 |
|