MMA Asset Management’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
Q2 | – | Sell |
-161
| Closed | -$23.9K | – | 237 |
|
|
2024
Q1 | $23.9K | Buy |
+161
| New | +$23.9K | 0.01% | 170 |
|
|
2022
Q4 | – | Sell |
-1,271
| Closed | -$205K | – | 110 |
|
|
2022
Q3 | $205K | Buy |
1,271
+13
| +1% | +$2.1K | 0.18% | 91 |
|
|
2022
Q2 | $230K | Hold |
1,258
| – | – | 0.2% | 80 |
|
|
2022
Q1 | $229K | Buy |
1,258
+111
| +10% | +$20.2K | 0.18% | 91 |
|
|
2021
Q4 | $246K | Buy |
+1,147
| New | +$246K | 0.17% | 82 |
|
|
2021
Q3 | – | Sell |
-1,076
| Closed | -$224K | – | 97 |
|
|
2021
Q2 | $224K | Sell |
1,076
-582
| -35% | -$121K | 0.17% | 82 |
|
|
2021
Q1 | $282K | Buy |
1,658
+7
| +0.4% | +$1.19K | 0.24% | 64 |
|
|
2020
Q4 | $278K | Buy |
+1,651
| New | +$278K | 0.27% | 67 |
|