Meristem Family Wealth’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $586K | Sell |
2,733
-292
| -10% | -$62.6K | 0.06% | 171 |
|
|
2021
Q4 | $648K | Hold |
3,025
| – | – | 0.06% | 186 |
|
|
2021
Q3 | $551K | Buy |
3,025
+1,692
| +127% | +$308K | 0.05% | 211 |
|
|
2021
Q2 | $277K | Buy |
1,333
+46
| +4% | +$9.56K | 0.04% | 266 |
|
|
2021
Q1 | $219K | Hold |
1,287
| – | – | 0.04% | 221 |
|
|
2020
Q4 | $217K | Buy |
1,287
+61
| +5% | +$10.3K | 0.05% | 204 |
|
|
2020
Q3 | $204K | Buy |
+1,226
| New | +$204K | 0.05% | 187 |
|