Philadelphia Trust 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
Q1 | – | Sell |
-1,305
| Closed | -$205K | – | 247 |
|
|
2023
Q4 | $205K | Hold |
1,305
| – | – | 0.02% | 211 |
|
|
2023
Q3 | $203K | Buy |
1,305
+111
| +9% | +$17.3K | 0.02% | 208 |
|
|
2023
Q2 | $214K | Hold |
1,194
| – | – | 0.02% | 210 |
|
|
2023
Q1 | $232K | Hold |
1,194
| – | – | 0.02% | 205 |
|
|
2022
Q4 | $208K | Buy |
+1,194
| New | +$208K | 0.02% | 205 |
|
|
2022
Q2 | – | Sell |
-1,009
| Closed | -$216K | – | 247 |
|
|
2022
Q1 | $216K | Buy |
+1,009
| New | +$216K | 0.02% | 220 |
|