Johnson Midwest Financial’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 | $29.5K | Buy |
189
+1
| +0.5% | +$156 | 0.07% | 114 |
|
|
2023
Q2 | $33.7K | Buy |
188
+1
| +0.5% | +$179 | 0.03% | 107 |
|
|
2023
Q1 | $36.2K | Buy |
187
+2
| +1% | +$387 | 0.05% | 109 |
|
|
2022
Q4 | $32K | Buy |
185
+53
| +40% | +$9.17K | 0.12% | 108 |
|
|
2022
Q3 | $21 | Buy |
132
+1
| +0.8% | – | 0.08% | 135 |
|
|
2022
Q2 | $24K | Sell |
131
-7
| -5% | -$1.28K | 0.03% | 120 |
|
|
2022
Q1 | $30K | Buy |
138
+1
| +0.7% | +$217 | 0.04% | 101 |
|
|
2021
Q4 | $29K | Hold |
137
| – | – | 0.02% | 114 |
|
|
2021
Q3 | $25K | Buy |
137
+1
| +0.7% | +$182 | 0.02% | 127 |
|
|
2021
Q2 | $28K | Buy |
136
+1
| +0.7% | +$206 | 0.03% | 119 |
|
|
2021
Q1 | $23K | Buy |
135
+1
| +0.7% | +$170 | 0.02% | 120 |
|
|
2020
Q4 | $23K | Buy |
+134
| New | +$23K | 0.02% | 124 |
|