RBO & Co’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
Q4 | – | Sell |
-1,500
| Closed | -$205K | – | 53 |
|
|
2024
Q3 | $205K | Hold |
1,500
| – | – | 0.03% | 53 |
|
|
2024
Q2 | $205K | Hold |
1,500
| – | – | 0.04% | 53 |
|
|
2024
Q1 | $223K | Hold |
1,500
| – | – | 0.04% | 55 |
|
|
2023
Q4 | $236K | Hold |
1,500
| – | – | 0.04% | 55 |
|
|
2023
Q3 | $234K | Hold |
1,500
| – | – | 0.04% | 54 |
|
|
2023
Q2 | $269K | Hold |
1,500
| – | – | 0.05% | 53 |
|
|
2023
Q1 | $291K | Hold |
1,500
| – | – | 0.05% | 50 |
|
|
2022
Q4 | $261K | Hold |
1,500
| – | – | 0.05% | 49 |
|
|
2022
Q3 | $242K | Hold |
1,500
| – | – | 0.05% | 52 |
|
|
2022
Q2 | $274K | Hold |
1,500
| – | – | 0.05% | 51 |
|
|
2022
Q1 | $322K | Hold |
1,500
| – | – | 0.05% | 54 |
|
|
2021
Q4 | $322K | Hold |
1,500
| – | – | 0.05% | 56 |
|
|
2021
Q3 | $273K | Hold |
1,500
| – | – | 0.05% | 58 |
|
|
2021
Q2 | $312K | Hold |
1,500
| – | – | 0.05% | 56 |
|
|
2021
Q1 | $255K | Hold |
1,500
| – | – | 0.05% | 57 |
|
|
2020
Q4 | $253K | Hold |
1,500
| – | – | 0.05% | 51 |
|
|
2020
Q3 | $250K | Buy |
+1,500
| New | +$250K | 0.06% | 49 |
|