Nichols & Pratt Advisers’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,250
| Closed | -$242K | – | 113 |
|
|
2023
Q1 | $242K | Hold |
1,250
| – | – | 0.02% | 96 |
|
|
2022
Q4 | $217K | Buy |
+1,250
| New | +$217K | 0.02% | 92 |
|
|
2021
Q4 | – | Sell |
-1,250
| Closed | -$227K | – | 106 |
|
|
2021
Q3 | $227K | Sell |
1,250
-150
| -11% | -$27.2K | 0.02% | 99 |
|
|
2021
Q2 | $291K | Sell |
1,400
-50
| -3% | -$10.4K | 0.02% | 96 |
|
|
2021
Q1 | $246K | Hold |
1,450
| – | – | 0.02% | 98 |
|
|
2020
Q4 | $245K | Buy |
1,450
+50
| +4% | +$8.45K | 0.02% | 98 |
|
|
2020
Q3 | $233K | Buy |
+1,400
| New | +$233K | 0.02% | 94 |
|