Retirement Guys Formula’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,879
| Closed | -$695K | – | 141 |
|
|
2023
Q2 | $695K | Buy |
3,879
+333
| +9% | +$59.7K | 0.4% | 58 |
|
|
2023
Q1 | $688K | Buy |
3,546
+111
| +3% | +$21.5K | 0.49% | 49 |
|
|
2022
Q4 | $597K | Buy |
3,435
+499
| +17% | +$86.8K | 0.49% | 50 |
|
|
2022
Q3 | $474K | Buy |
2,936
+221
| +8% | +$35.7K | 0.5% | 41 |
|
|
2022
Q2 | $495K | Buy |
2,715
+843
| +45% | +$154K | 0.51% | 42 |
|
|
2022
Q1 | $402K | Sell |
1,872
-674
| -26% | -$145K | 0.27% | 71 |
|
|
2021
Q4 | $546K | Buy |
+2,546
| New | +$546K | 0.43% | 47 |
|