Madison 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
Q3 | $3.46M | Sell |
22,183
-302
| -1% | -$47.1K | 0.73% | 41 |
|
|
2023
Q2 | $4.03M | Sell |
22,485
-8
| -0% | -$1.43K | 0.82% | 39 |
|
|
2023
Q1 | $4.36M | Sell |
22,493
-419
| -2% | -$81.3K | 0.94% | 33 |
|
|
2022
Q4 | $3.98M | Buy |
22,912
+651
| +3% | +$113K | 0.91% | 34 |
|
|
2022
Q3 | $3.6M | Buy |
22,261
+1,011
| +5% | +$163K | 0.88% | 34 |
|
|
2022
Q2 | $3.88M | Sell |
21,250
-111
| -0.5% | -$20.3K | 0.94% | 31 |
|
|
2022
Q1 | $4.58M | Buy |
21,361
+280
| +1% | +$60K | 0.96% | 28 |
|
|
2021
Q4 | $4.52M | Buy |
21,081
+489
| +2% | +$105K | 0.91% | 30 |
|
|
2021
Q3 | $3.75M | Buy |
20,592
+136
| +0.7% | +$24.8K | 0.82% | 33 |
|
|
2021
Q2 | $4.25M | Buy |
20,456
+807
| +4% | +$168K | 0.94% | 29 |
|
|
2021
Q1 | $3.34M | Buy |
19,649
+1,018
| +5% | +$173K | 0.82% | 33 |
|
|
2020
Q4 | $3.14M | Buy |
18,631
+305
| +2% | +$51.4K | 0.83% | 36 |
|
|
2020
Q3 | $3.05M | Buy |
18,326
+81
| +0.4% | +$13.5K | 0.92% | 29 |
|
|
2020
Q2 | $2.03M | Buy |
18,245
+40
| +0.2% | +$4.45K | 0.67% | 38 |
|
|
2020
Q1 | $1.7M | Buy |
+18,205
| New | +$1.7M | 0.68% | 36 |
|