HoyleCohen’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 | $474K | Buy |
3,460
+1,286
| +59% | +$176K | 0.04% | 192 |
|
|
2024
Q1 | $323K | Sell |
2,174
-250
| -10% | -$37.2K | 0.02% | 228 |
|
|
2023
Q4 | $381K | Sell |
2,424
-300
| -11% | -$47.2K | 0.03% | 211 |
|
|
2023
Q3 | $425K | Sell |
2,724
-19,412
| -88% | -$3.03M | 0.04% | 191 |
|
|
2023
Q2 | $3.97M | Sell |
22,136
-291
| -1% | -$52.2K | 0.35% | 75 |
|
|
2023
Q1 | $4.35M | Buy |
22,427
+90
| +0.4% | +$17.5K | 0.41% | 72 |
|
|
2022
Q4 | $3.88M | Sell |
22,337
-315
| -1% | -$54.8K | 0.39% | 74 |
|
|
2022
Q3 | $3.66M | Sell |
22,652
-780
| -3% | -$126K | 0.4% | 70 |
|
|
2022
Q2 | $4.28M | Buy |
23,432
+1,563
| +7% | +$285K | 0.45% | 66 |
|
|
2022
Q1 | $4.69M | Buy |
21,869
+1,046
| +5% | +$224K | 0.4% | 66 |
|
|
2021
Q4 | $4.46M | Buy |
20,823
+837
| +4% | +$179K | 0.37% | 71 |
|
|
2021
Q3 | $3.64M | Buy |
19,986
+871
| +5% | +$159K | 0.35% | 81 |
|
|
2021
Q2 | $3.98K | Buy |
19,115
+65
| +0.3% | +$14 | 0.31% | 78 |
|
|
2021
Q1 | $3.24M | Buy |
+19,050
| New | +$3.24M | 0.33% | 82 |
|