River Street 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 |
-3,737
| Closed | -$510K | – | 150 |
|
|
2024
Q3 | $510K | Sell |
3,737
-142
| -4% | -$19.4K | 0.28% | 88 |
|
|
2024
Q2 | $531K | Sell |
3,879
-22
| -0.6% | -$3.01K | 0.33% | 84 |
|
|
2024
Q1 | $580K | Buy |
3,901
+292
| +8% | +$43.4K | 0.39% | 74 |
|
|
2023
Q4 | $567K | Buy |
3,609
+106
| +3% | +$16.7K | 0.45% | 65 |
|
|
2023
Q3 | $546K | Buy |
3,503
+223
| +7% | +$34.8K | 0.52% | 60 |
|
|
2023
Q2 | $588K | Buy |
3,280
+12
| +0.4% | +$2.15K | 0.56% | 56 |
|
|
2023
Q1 | $634K | Buy |
3,268
+169
| +5% | +$32.8K | 0.62% | 52 |
|
|
2022
Q4 | $539K | Buy |
+3,099
| New | +$539K | 0.58% | 59 |
|