JWM
Janiczek Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $76.9K | Sell |
562
-117
| -17% | -$16K | 0.02% | 330 |
|
|
2024
Q1 | $101K | Sell |
679
-31
| -4% | -$4.61K | 0.02% | 289 |
|
|
2023
Q4 | $112K | Buy |
710
+188
| +36% | +$29.6K | 0.03% | 247 |
|
|
2023
Q3 | $81.4K | Sell |
522
-35
| -6% | -$5.46K | 0.02% | 287 |
|
|
2023
Q2 | $99.8K | Sell |
557
-57
| -9% | -$10.2K | 0.03% | 219 |
|
|
2023
Q1 | $118K | Sell |
614
-75
| -11% | -$14.5K | 0.03% | 193 |
|
|
2022
Q4 | $126K | Buy |
689
+74
| +12% | +$13.5K | 0.04% | 188 |
|
|
2022
Q3 | $98K | Sell |
615
-89
| -13% | -$14.2K | 0.03% | 197 |
|
|
2022
Q2 | $137K | Buy |
704
+513
| +269% | +$99.8K | 0.04% | 153 |
|
|
2022
Q1 | $41K | Buy |
191
+36
| +23% | +$7.73K | 0.01% | 337 |
|
|
2021
Q4 | $33K | Buy |
155
+34
| +28% | +$7.24K | 0.01% | 391 |
|
|
2021
Q3 | $22K | Buy |
121
+16
| +15% | +$2.91K | 0.01% | 444 |
|
|
2021
Q2 | $22K | Buy |
105
+11
| +12% | +$2.31K | 0.01% | 408 |
|
|
2021
Q1 | $16K | Sell |
94
-71
| -43% | -$12.1K | 0.01% | 450 |
|
|
2020
Q4 | $28K | Buy |
165
+117
| +244% | +$19.9K | 0.01% | 296 |
|
|
2020
Q3 | $8K | Buy |
+48
| New | +$8K | ﹤0.01% | 271 |
|