Sanders Morris Harris’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 |
-1,470
| Closed | -$263K | – | 271 |
|
|
2023
Q2 | $263K | Hold |
1,470
| – | – | 0.06% | 204 |
|
|
2023
Q1 | $285K | Buy |
+1,470
| New | +$285K | 0.1% | 94 |
|
|
2022
Q4 | – | Sell |
-1,470
| Closed | -$238K | – | 261 |
|
|
2022
Q3 | $238K | Hold |
1,470
| – | – | 0.06% | 230 |
|
|
2022
Q2 | $268K | Buy |
1,470
+200
| +16% | +$36.5K | 0.06% | 227 |
|
|
2022
Q1 | $272K | Hold |
1,270
| – | – | 0.05% | 236 |
|
|
2021
Q4 | $272K | Hold |
1,270
| – | – | 0.05% | 247 |
|
|
2021
Q3 | $231K | Buy |
1,270
+100
| +9% | +$18.2K | 0.04% | 268 |
|
|
2021
Q2 | $243K | Buy |
+1,170
| New | +$243K | 0.05% | 266 |
|