MAM
Morse Asset Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,706
| Closed | -$306K | – | 146 |
|
|
2023
Q2 | $306K | Sell |
1,706
-2,005
| -54% | -$360K | 0.09% | 124 |
|
|
2023
Q1 | $720K | Buy |
+3,711
| New | +$720K | 0.24% | 88 |
|
|
2022
Q2 | – | Sell |
-7,606
| Closed | -$1.63M | – | 162 |
|
|
2022
Q1 | $1.63M | Buy |
7,606
+5,381
| +242% | +$1.15M | 0.41% | 71 |
|
|
2021
Q4 | $477K | Buy |
+2,225
| New | +$477K | 0.11% | 124 |
|
|
2020
Q1 | – | Sell |
-14,459
| Closed | -$1.69M | – | 124 |
|
|
2019
Q4 | $1.69M | Buy |
14,459
+2,109
| +17% | +$247K | 0.58% | 53 |
|
|
2019
Q3 | $1.48M | Sell |
12,350
-5,485
| -31% | -$657K | 0.55% | 53 |
|
|
2019
Q2 | $1.84M | Buy |
17,835
+1,000
| +6% | +$103K | 0.54% | 52 |
|
|
2019
Q1 | $1.88M | Buy |
+16,835
| New | +$1.88M | 0.56% | 55 |
|