Jackson 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
Q1 | – | Sell |
-9,995
| Closed | -$1.57M | – | 155 |
|
|
2023
Q4 | $1.57M | Sell |
9,995
-5,283
| -35% | -$831K | 0.21% | 76 |
|
|
2023
Q3 | $2.38M | Buy |
15,278
+693
| +5% | +$108K | 0.34% | 61 |
|
|
2023
Q2 | $2.61M | Buy |
14,585
+389
| +3% | +$69.7K | 0.38% | 58 |
|
|
2023
Q1 | $2.75M | Buy |
+14,196
| New | +$2.75M | 2.07% | 7 |
|
|
2022
Q2 | – | Sell |
-18,316
| Closed | -$3.93M | – | 120 |
|
|
2022
Q1 | $3.93M | Sell |
18,316
-553
| -3% | -$119K | 0.55% | 46 |
|
|
2021
Q4 | $4.04M | Buy |
18,869
+149
| +0.8% | +$31.9K | 0.51% | 58 |
|
|
2021
Q3 | $38K | Buy |
18,720
+387
| +2% | +$786 | 0.46% | 41 |
|
|
2021
Q2 | $3.81M | Buy |
18,333
+1,156
| +7% | +$240K | 0.48% | 54 |
|
|
2021
Q1 | $2.92M | Buy |
17,177
+1,223
| +8% | +$208K | 0.44% | 65 |
|
|
2020
Q4 | $2.69M | Buy |
15,954
+1,617
| +11% | +$272K | 0.37% | 66 |
|
|
2020
Q3 | $2.39M | Buy |
14,337
+1,592
| +12% | +$265K | 0.36% | 63 |
|
|
2020
Q2 | $1.42M | Buy |
12,745
+1,236
| +11% | +$137K | 0.25% | 83 |
|
|
2020
Q1 | $1.08M | Buy |
+11,509
| New | +$1.08M | 0.23% | 76 |
|