M. Kraus & Co’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 |
-1,482
| Closed | -$203K | – | 80 |
|
|
2024
Q2 | $203K | Sell |
1,482
-92
| -6% | -$12.6K | 0.06% | 79 |
|
|
2024
Q1 | $234K | Sell |
1,574
-60
| -4% | -$8.92K | 0.07% | 73 |
|
|
2023
Q4 | $257K | Sell |
1,634
-50
| -3% | -$7.86K | 0.08% | 68 |
|
|
2023
Q3 | $262K | Sell |
1,684
-15
| -0.9% | -$2.34K | 0.09% | 66 |
|
|
2023
Q2 | $305K | Sell |
1,699
-17
| -1% | -$3.05K | 0.1% | 66 |
|
|
2023
Q1 | $333K | Sell |
1,716
-17
| -1% | -$3.3K | 0.12% | 61 |
|
|
2022
Q4 | $301K | Buy |
1,733
+45
| +3% | +$7.82K | 0.11% | 62 |
|
|
2022
Q3 | $273K | Hold |
1,688
| – | – | 0.11% | 58 |
|
|
2022
Q2 | $308K | Hold |
1,688
| – | – | 0.12% | 56 |
|
|
2022
Q1 | $362K | Buy |
1,688
+12
| +0.7% | +$2.57K | 0.12% | 55 |
|
|
2021
Q4 | $359K | Hold |
1,676
| – | – | 0.11% | 57 |
|
|
2021
Q3 | $305K | Hold |
1,676
| – | – | 0.11% | 59 |
|
|
2021
Q2 | $349K | Sell |
1,676
-30
| -2% | -$6.25K | 0.13% | 54 |
|
|
2021
Q1 | $290K | Buy |
1,706
+34
| +2% | +$5.78K | 0.11% | 58 |
|
|
2020
Q4 | $282K | Buy |
+1,672
| New | +$282K | 0.12% | 54 |
|