KWM
Kolinsky Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $415K | Buy |
3,288
+387
| +13% | +$48.8K | 0.25% | 87 |
|
|
2024
Q3 | $396K | Sell |
2,901
-210
| -7% | -$28.6K | 0.26% | 87 |
|
|
2024
Q2 | $426K | Sell |
3,111
-184
| -6% | -$25.2K | 0.31% | 72 |
|
|
2024
Q1 | $490K | Sell |
3,295
-196
| -6% | -$29.1K | 0.37% | 61 |
|
|
2023
Q4 | $549K | Sell |
3,491
-101
| -3% | -$15.9K | 0.48% | 42 |
|
|
2023
Q3 | $560K | Buy |
3,592
+2
| +0.1% | +$312 | 0.56% | 35 |
|
|
2023
Q2 | $632K | Buy |
3,590
+65
| +2% | +$11.4K | 0.6% | 25 |
|
|
2023
Q1 | $684K | Sell |
3,525
-32
| -0.9% | -$6.21K | 0.73% | 22 |
|
|
2022
Q4 | $618K | Buy |
3,557
+377
| +12% | +$65.5K | 0.71% | 23 |
|
|
2022
Q3 | $514K | Buy |
3,180
+286
| +10% | +$46.2K | 0.64% | 24 |
|
|
2022
Q2 | $528K | Sell |
2,894
-39
| -1% | -$7.12K | 0.62% | 27 |
|
|
2022
Q1 | $629K | Buy |
2,933
+37
| +1% | +$7.94K | 0.62% | 27 |
|
|
2021
Q4 | $621K | Buy |
+2,896
| New | +$621K | 0.57% | 30 |
|