O'Rourke & Company’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 |
-1,423
| Closed | -$212K | – | 146 |
|
|
2024
Q1 | $212K | Sell |
1,423
-272
| -16% | -$40.5K | 0.12% | 137 |
|
|
2023
Q4 | $266K | Sell |
1,695
-423
| -20% | -$66.4K | 0.17% | 114 |
|
|
2023
Q3 | $330K | Sell |
2,118
-117
| -5% | -$18.2K | 0.24% | 86 |
|
|
2023
Q2 | $401K | Hold |
2,235
| – | – | 0.28% | 74 |
|
|
2023
Q1 | $434K | Buy |
2,235
+4
| +0.2% | +$777 | 0.33% | 70 |
|
|
2022
Q4 | $388K | Sell |
2,231
-207
| -8% | -$36K | 0.31% | 78 |
|
|
2022
Q3 | $394K | Sell |
2,438
-78
| -3% | -$12.6K | 0.34% | 66 |
|
|
2022
Q2 | $459K | Buy |
2,516
+13
| +0.5% | +$2.37K | 0.39% | 59 |
|
|
2022
Q1 | $537K | Buy |
2,503
+632
| +34% | +$136K | 0.37% | 61 |
|
|
2021
Q4 | $401K | Buy |
+1,871
| New | +$401K | 0.27% | 75 |
|