Mill Creek Capital Advisors’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
Q3 | – | Sell |
-2,948
| Closed | -$403K | – | 271 |
|
|
2024
Q2 | $403K | Sell |
2,948
-209
| -7% | -$28.6K | 0.01% | 183 |
|
|
2024
Q1 | $469K | Buy |
3,157
+251
| +9% | +$37.3K | 0.01% | 159 |
|
|
2023
Q4 | $457K | Sell |
2,906
-76
| -3% | -$11.9K | 0.01% | 160 |
|
|
2023
Q3 | $465K | Sell |
2,982
-68
| -2% | -$10.6K | 0.02% | 145 |
|
|
2023
Q2 | $547K | Buy |
3,050
+185
| +6% | +$33.2K | 0.02% | 142 |
|
|
2023
Q1 | $556K | Sell |
2,865
-379
| -12% | -$73.5K | 0.02% | 143 |
|
|
2022
Q4 | $564K | Buy |
+3,244
| New | +$564K | 0.02% | 132 |
|