Kelly Financial Services’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 |
-238
| Closed | -$32.6K | – | 729 |
|
|
2024
Q2 | $32.6K | Buy |
238
+10
| +4% | +$1.37K | 0.01% | 277 |
|
|
2024
Q1 | $33.9K | Buy |
228
+10
| +5% | +$1.49K | 0.01% | 266 |
|
|
2023
Q4 | $34.2K | Buy |
218
+21
| +11% | +$3.3K | 0.01% | 249 |
|
|
2023
Q3 | $30.6K | Buy |
197
+52
| +36% | +$8.09K | 0.01% | 234 |
|
|
2023
Q2 | $25.9K | Buy |
145
+2
| +1% | +$358 | 0.01% | 262 |
|
|
2023
Q1 | $27.8K | Buy |
143
+1
| +0.7% | +$194 | 0.01% | 248 |
|
|
2022
Q4 | $24.7K | Buy |
142
+1
| +0.7% | +$174 | 0.01% | 249 |
|
|
2022
Q3 | $22.8K | Buy |
141
+1
| +0.7% | +$161 | 0.01% | 241 |
|
|
2022
Q2 | $25.5K | Buy |
140
+1
| +0.7% | +$182 | 0.01% | 230 |
|
|
2022
Q1 | $29.7K | Buy |
139
+1
| +0.7% | +$214 | 0.01% | 236 |
|
|
2021
Q4 | $29.5K | Buy |
138
+1
| +0.7% | +$214 | 0.01% | 229 |
|
|
2021
Q3 | $24.9K | Sell |
137
-28,201
| -100% | -$5.13M | 0.01% | 233 |
|
|
2021
Q2 | $136K | Buy |
28,338
+28,202
| +20,737% | +$135K | 0.01% | 340 |
|
|
2021
Q1 | $23.1K | Buy |
136
+1
| +0.7% | +$170 | 0.01% | 208 |
|
|
2020
Q4 | $22.7K | Buy |
135
+128
| +1,829% | +$21.5K | 0.02% | 181 |
|
|
2020
Q3 | $1.16K | Sell |
7
-100
| -93% | -$16.6K | ﹤0.01% | 480 |
|
|
2020
Q2 | $11.9K | Buy |
107
+100
| +1,429% | +$11.1K | 0.01% | 220 |
|
|
2020
Q1 | $643 | Hold |
7
| – | – | ﹤0.01% | 491 |
|
|
2019
Q4 | $797 | Hold |
7
| – | – | ﹤0.01% | 486 |
|
|
2019
Q3 | $809 | Hold |
7
| – | – | ﹤0.01% | 470 |
|
|
2019
Q2 | $692 | Hold |
7
| – | – | ﹤0.01% | 438 |
|
|
2019
Q1 | $741 | Buy |
+7
| New | +$741 | ﹤0.01% | 432 |
|