Laidlaw 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,243
| Closed | -$817K | – | 273 |
|
|
2023
Q3 | $817K | Sell |
5,243
-2,421
| -32% | -$377K | 0.27% | 95 |
|
|
2023
Q2 | $1.37M | Buy |
7,664
+1,833
| +31% | +$329K | 0.27% | 93 |
|
|
2023
Q1 | $1.13M | Buy |
5,831
+4,020
| +222% | +$780K | 0.23% | 111 |
|
|
2022
Q4 | $315K | Sell |
1,811
-5,306
| -75% | -$922K | 0.07% | 261 |
|
|
2022
Q3 | $1.15M | Buy |
7,117
+712
| +11% | +$115K | 0.27% | 99 |
|
|
2022
Q2 | $1.17M | Buy |
6,405
+1,841
| +40% | +$336K | 0.24% | 113 |
|
|
2022
Q1 | $979K | Buy |
4,564
+2,409
| +112% | +$517K | 0.16% | 146 |
|
|
2021
Q4 | $462K | Buy |
+2,155
| New | +$462K | 0.07% | 236 |
|
|
2021
Q1 | – | Sell |
-1,599
| Closed | -$269K | – | 354 |
|
|
2020
Q4 | $269K | Buy |
+1,599
| New | +$269K | 0.06% | 285 |
|