Madison Wealth Partners’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
Q1 | – | Sell |
-1,286
| Closed | -$202K | – | 126 |
|
|
2023
Q4 | $202K | Hold |
1,286
| – | – | 0.08% | 116 |
|
|
2023
Q3 | $200K | Buy |
1,286
+19
| +1% | +$2.96K | 0.1% | 93 |
|
|
2023
Q2 | $227K | Hold |
1,267
| – | – | 0.11% | 85 |
|
|
2023
Q1 | $246K | Buy |
1,267
+8
| +0.6% | +$1.55K | 0.12% | 76 |
|
|
2022
Q4 | $219K | Buy |
1,259
+8
| +0.6% | +$1.39K | 0.13% | 72 |
|
|
2022
Q3 | $202K | Buy |
1,251
+14
| +1% | +$2.26K | 0.13% | 68 |
|
|
2022
Q2 | $226K | Buy |
1,237
+8
| +0.7% | +$1.46K | 0.14% | 68 |
|
|
2022
Q1 | $264K | Hold |
1,229
| – | – | 0.15% | 58 |
|
|
2021
Q4 | $263K | Buy |
1,229
+1
| +0.1% | +$214 | 0.13% | 59 |
|
|
2021
Q3 | $224K | Buy |
+1,228
| New | +$224K | 0.13% | 65 |
|