RE Dickinson Investment Advisors’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 | $460K | Hold |
365
| – | – | 0.03% | 93 |
|
|
2024
Q3 | $49.8K | Hold |
365
| – | – | 0.03% | 88 |
|
|
2024
Q2 | $50K | Hold |
365
| – | – | 0.03% | 91 |
|
|
2024
Q1 | $54K | Sell |
365
-11
| -3% | -$1.63K | 0.03% | 83 |
|
|
2023
Q4 | $59K | Hold |
376
| – | – | 0.04% | 74 |
|
|
2023
Q3 | $59K | Hold |
376
| – | – | 0.04% | 75 |
|
|
2023
Q2 | $67K | Buy |
376
+11
| +3% | +$1.96K | 0.02% | 142 |
|
|
2023
Q1 | $71K | Sell |
365
-135
| -27% | -$26.3K | 0.02% | 142 |
|
|
2022
Q4 | $87K | Hold |
500
| – | – | 0.04% | 120 |
|
|
2022
Q3 | $81K | Hold |
500
| – | – | 0.07% | 58 |
|
|
2022
Q2 | $91 | Hold |
500
| – | – | 0.01% | 57 |
|
|
2022
Q1 | $107K | Hold |
500
| – | – | 0.07% | 58 |
|
|
2021
Q4 | $107K | Buy |
+500
| New | +$107K | 0.08% | 54 |
|