Norwood Financial’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
Q1 | $216K | Buy |
1,453
+933
| +179% | +$139K | 0.31% | 69 |
|
|
2023
Q4 | $81.8K | Hold |
520
| – | – | 0.12% | 118 |
|
|
2023
Q3 | $81K | Hold |
520
| – | – | 0.13% | 111 |
|
|
2023
Q2 | $93.2K | Hold |
520
| – | – | 0.14% | 109 |
|
|
2023
Q1 | $101K | Buy |
520
+20
| +4% | +$3.88K | 0.16% | 98 |
|
|
2022
Q4 | $86.9K | Hold |
500
| – | – | 0.14% | 106 |
|
|
2022
Q3 | $81K | Hold |
500
| – | – | 0.14% | 104 |
|
|
2022
Q2 | $91K | Hold |
500
| – | – | 0.16% | 98 |
|
|
2022
Q1 | $108K | Hold |
500
| – | – | 0.16% | 96 |
|
|
2021
Q4 | $107K | Buy |
+500
| New | +$107K | 0.15% | 97 |
|