MWM
MinichMacGregor Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-540
| Closed | -$94K | – | 613 |
|
|
2022
Q4 | $94K | Buy |
+540
| New | +$94K | 0.03% | 115 |
|
|
2020
Q2 | – | Sell |
-143,576
| Closed | -$14.3M | – | 112 |
|
|
2020
Q1 | $14.3M | Buy |
+143,576
| New | +$14.3M | 12.87% | 2 |
|
|
2018
Q4 | – | Sell |
-316
| Closed | -$37K | – | 496 |
|
|
2018
Q3 | $37K | Buy |
316
+18
| +6% | +$2.11K | 0.02% | 149 |
|
|
2018
Q2 | $31K | Sell |
298
-100
| -25% | -$10.4K | 0.02% | 160 |
|
|
2018
Q1 | $41K | Buy |
398
+100
| +34% | +$10.3K | 0.03% | 125 |
|
|
2017
Q4 | $35K | Hold |
298
| – | – | 0.03% | 142 |
|
|
2017
Q3 | $35K | Hold |
298
| – | – | 0.03% | 133 |
|
|
2017
Q2 | $32K | Buy |
298
+1
| +0.3% | +$107 | 0.03% | 134 |
|
|
2017
Q1 | $31K | Buy |
297
+1
| +0.3% | +$104 | 0.03% | 133 |
|
|
2016
Q4 | $34K | Hold |
296
| – | – | 0.03% | 134 |
|
|
2016
Q3 | $32K | Hold |
296
| – | – | 0.03% | 149 |
|
|
2016
Q2 | $31K | Hold |
296
| – | – | 0.03% | 139 |
|
|
2016
Q1 | $31K | Sell |
296
-6
| -2% | -$628 | 0.03% | 138 |
|
|
2015
Q4 | $30K | Buy |
+302
| New | +$30K | 0.03% | 139 |
|