Redmont Wealth 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 | – | Sell |
-43
| Closed | -$5.86K | – | 296 |
|
|
2024
Q3 | $5.86K | Hold |
43
| – | – | 0.01% | 233 |
|
|
2024
Q2 | $5.89K | Hold |
43
| – | – | 0.01% | 232 |
|
|
2024
Q1 | $6.39K | Buy |
+43
| New | +$6.39K | 0.01% | 225 |
|
|
2023
Q1 | – | Sell |
-1,327
| Closed | -$231K | – | 108 |
|
|
2022
Q4 | $231K | Buy |
+1,327
| New | +$231K | 0.27% | 93 |
|
|
2022
Q3 | – | Sell |
-1,227
| Closed | -$224K | – | 107 |
|
|
2022
Q2 | $224K | Hold |
1,227
| – | – | 0.27% | 91 |
|
|
2022
Q1 | $263K | Hold |
1,227
| – | – | 0.28% | 81 |
|
|
2021
Q4 | $263K | Buy |
+1,227
| New | +$263K | 0.28% | 76 |
|