Means Investment Company’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 |
-1,610
| Closed | -$253K | – | 202 |
|
|
2023
Q4 | $253K | Buy |
1,610
+124
| +8% | +$19.5K | 0.04% | 177 |
|
|
2023
Q3 | $232K | Buy |
1,486
+4
| +0.3% | +$624 | 0.04% | 183 |
|
|
2023
Q2 | $266K | Buy |
1,482
+4
| +0.3% | +$717 | 0.04% | 169 |
|
|
2023
Q1 | $287K | Buy |
1,478
+15
| +1% | +$2.91K | 0.05% | 165 |
|
|
2022
Q4 | $254K | Sell |
1,463
-96
| -6% | -$16.7K | 0.05% | 171 |
|
|
2022
Q3 | $252K | Sell |
1,559
-49
| -3% | -$7.92K | 0.05% | 169 |
|
|
2022
Q2 | $294K | Buy |
1,608
+8
| +0.5% | +$1.46K | 0.06% | 154 |
|
|
2022
Q1 | $343K | Buy |
1,600
+3
| +0.2% | +$643 | 0.06% | 145 |
|
|
2021
Q4 | $342K | Buy |
1,597
+3
| +0.2% | +$642 | 0.06% | 143 |
|
|
2021
Q3 | $290K | Buy |
1,594
+2
| +0.1% | +$364 | 0.06% | 150 |
|
|
2021
Q2 | $331K | Buy |
1,592
+169
| +12% | +$35.1K | 0.07% | 150 |
|
|
2021
Q1 | $242K | Buy |
1,423
+2
| +0.1% | +$340 | 0.06% | 157 |
|
|
2020
Q4 | $231K | Buy |
1,421
+2
| +0.1% | +$325 | 0.05% | 159 |
|
|
2020
Q3 | $238K | Buy |
1,419
+23
| +2% | +$3.86K | 0.07% | 130 |
|
|
2020
Q2 | $218K | Buy |
+1,396
| New | +$218K | 0.07% | 134 |
|