Icon Wealth Partners’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
Q3 | $2.68M | Sell |
17,188
-7,961
| -32% | -$1.24M | 0.3% | 66 |
|
|
2023
Q2 | $4.51M | Sell |
25,149
-3,912
| -13% | -$701K | 0.48% | 41 |
|
|
2023
Q1 | $5.64M | Buy |
+29,061
| New | +$5.64M | 0.61% | 33 |
|
|
2022
Q2 | $3.94M | Sell |
21,587
-10,292
| -32% | -$1.88M | 0.47% | 55 |
|
|
2022
Q1 | $6.84M | Buy |
31,879
+6,033
| +23% | +$1.29M | 0.68% | 30 |
|
|
2021
Q4 | $5.54M | Buy |
25,846
+3,745
| +17% | +$803K | 0.56% | 47 |
|
|
2021
Q3 | $4.03M | Buy |
22,101
+2,605
| +13% | +$474K | 0.43% | 60 |
|
|
2021
Q2 | $4.06M | Buy |
19,496
+2,702
| +16% | +$562K | 0.44% | 63 |
|
|
2021
Q1 | $2.86M | Buy |
16,794
+13,227
| +371% | +$2.25M | 0.36% | 81 |
|
|
2020
Q4 | $601K | Sell |
3,567
-15,733
| -82% | -$2.65M | 0.09% | 154 |
|
|
2020
Q3 | $3.22M | Sell |
19,300
-9,032
| -32% | -$1.51M | 0.62% | 46 |
|
|
2020
Q2 | $3.15M | Buy |
+28,332
| New | +$3.15M | 0.76% | 27 |
|
|
2019
Q2 | – | Sell |
-1,166
| Closed | -$130K | – | 736 |
|
|
2019
Q1 | $130K | Sell |
1,166
-158
| -12% | -$17.6K | 0.05% | 194 |
|
|
2018
Q4 | $129K | Buy |
1,324
+200
| +18% | +$19.5K | 0.06% | 184 |
|
|
2018
Q3 | $131K | Buy |
1,124
+106
| +10% | +$12.4K | 0.05% | 223 |
|
|
2018
Q2 | $108K | Sell |
1,018
-360
| -26% | -$38.2K | 0.05% | 225 |
|
|
2018
Q1 | $144K | Sell |
1,378
-255
| -16% | -$26.6K | 0.08% | 196 |
|
|
2017
Q4 | $195K | Buy |
+1,633
| New | +$195K | 0.1% | 178 |
|