MWM
Marietta Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-19,843
| Closed | -$3.56M | – | 107 |
|
|
2023
Q2 | $3.56M | Buy |
19,843
+391
| +2% | +$70.1K | 0.67% | 69 |
|
|
2023
Q1 | $3.77M | Sell |
19,452
-39
| -0.2% | -$7.57K | 0.8% | 62 |
|
|
2022
Q4 | $3.39M | Buy |
19,491
+157
| +0.8% | +$27.3K | 0.77% | 63 |
|
|
2022
Q3 | $3.12M | Buy |
19,334
+761
| +4% | +$123K | 0.78% | 59 |
|
|
2022
Q2 | $3.39M | Buy |
18,573
+177
| +1% | +$32.3K | 0.82% | 56 |
|
|
2022
Q1 | $3.95M | Buy |
18,396
+562
| +3% | +$121K | 0.83% | 55 |
|
|
2021
Q4 | $3.82M | Buy |
17,834
+885
| +5% | +$190K | 0.77% | 55 |
|
|
2021
Q3 | $3.09M | Buy |
16,949
+5,001
| +42% | +$911K | 0.67% | 65 |
|
|
2021
Q2 | $2.49M | Buy |
11,948
+359
| +3% | +$74.7K | 0.56% | 70 |
|
|
2021
Q1 | $1.97M | Buy |
+11,589
| New | +$1.97M | 0.49% | 76 |
|