Investmark Advisory Group’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 | – | Sell |
-15,901
| Closed | -$2.17M | – | 125 |
|
|
2024
Q3 | $2.17M | Buy |
15,901
+507
| +3% | +$69.1K | 1.05% | 29 |
|
|
2024
Q2 | $2.11M | Buy |
15,394
+545
| +4% | +$74.6K | 1.12% | 27 |
|
|
2024
Q1 | $2.21M | Buy |
14,849
+36
| +0.2% | +$5.35K | 1.21% | 26 |
|
|
2023
Q4 | $2.33M | Sell |
14,813
-15
| -0.1% | -$2.36K | 1.37% | 23 |
|
|
2023
Q3 | $2.31M | Buy |
14,828
+134
| +0.9% | +$20.9K | 1.57% | 20 |
|
|
2023
Q2 | $2.63M | Buy |
14,694
+530
| +4% | +$95K | 1.76% | 17 |
|
|
2023
Q1 | $2.75M | Buy |
14,164
+1,485
| +12% | +$288K | 2.02% | 16 |
|
|
2022
Q4 | $2.2M | Buy |
12,679
+1,047
| +9% | +$182K | 1.63% | 18 |
|
|
2022
Q3 | $1.88M | Buy |
11,632
+780
| +7% | +$126K | 1.69% | 19 |
|
|
2022
Q2 | $1.98M | Buy |
10,852
+737
| +7% | +$135K | 1.96% | 18 |
|
|
2022
Q1 | $2.17M | Buy |
10,115
+639
| +7% | +$137K | 2.24% | 15 |
|
|
2021
Q4 | $2.03M | Buy |
+9,476
| New | +$2.03M | 1.9% | 17 |
|