ICA Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $69.4K | Sell |
507
-2,853
| -85% | -$391K | 0.04% | 209 |
|
|
2024
Q1 | $499K | Sell |
3,360
-154
| -4% | -$22.9K | 0.1% | 166 |
|
|
2023
Q4 | $552K | Buy |
3,514
+97
| +3% | +$15.2K | 0.12% | 146 |
|
|
2023
Q3 | $533K | Sell |
3,417
-144
| -4% | -$22.4K | 0.15% | 127 |
|
|
2023
Q2 | $638K | Sell |
3,561
-4,621
| -56% | -$828K | 0.16% | 117 |
|
|
2023
Q1 | $1.59M | Buy |
8,182
+353
| +5% | +$68.5K | 0.38% | 61 |
|
|
2022
Q4 | $1.36M | Sell |
7,829
-2,758
| -26% | -$480K | 0.32% | 79 |
|
|
2022
Q3 | $1.71M | Buy |
10,587
+208
| +2% | +$33.6K | 0.36% | 68 |
|
|
2022
Q2 | $2.16M | Buy |
10,379
+261
| +3% | +$54.4K | 0.4% | 60 |
|
|
2022
Q1 | $1.89M | Buy |
+10,118
| New | +$1.89M | 0.36% | 69 |
|