Independent Solutions 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
Q3 | – | Sell |
-11,707
| Closed | -$1.6M | – | 175 |
|
|
2024
Q2 | $1.6M | Buy |
11,707
+423
| +4% | +$57.9K | 0.37% | 82 |
|
|
2024
Q1 | $1.68M | Buy |
11,284
+7,369
| +188% | +$1.1M | 0.4% | 73 |
|
|
2023
Q4 | $616K | Sell |
3,915
-2,777
| -41% | -$437K | 0.16% | 111 |
|
|
2023
Q3 | $1.04M | Sell |
6,692
-2,043
| -23% | -$318K | 0.27% | 87 |
|
|
2023
Q2 | $1.57M | Buy |
8,735
+7,409
| +559% | +$1.33M | 0.39% | 58 |
|
|
2023
Q1 | $257K | Sell |
1,326
-18
| -1% | -$3.49K | 0.08% | 181 |
|
|
2022
Q4 | $234K | Hold |
1,344
| – | – | 0.07% | 195 |
|
|
2022
Q3 | $217K | Buy |
1,344
+120
| +10% | +$19.4K | 0.07% | 198 |
|
|
2022
Q2 | $223K | Buy |
1,224
+254
| +26% | +$46.4K | 0.07% | 197 |
|
|
2022
Q1 | $208K | Buy |
+970
| New | +$208K | 0.05% | 208 |
|