Secure Asset Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,196
| Closed | -$345K | – | 251 |
|
|
2023
Q4 | $345K | Buy |
2,196
+24
| +1% | +$3.77K | 0.09% | 156 |
|
|
2023
Q3 | $339K | Buy |
2,172
+471
| +28% | +$73.4K | 0.1% | 147 |
|
|
2023
Q2 | $305K | Sell |
1,701
-109
| -6% | -$19.5K | 0.09% | 147 |
|
|
2023
Q1 | $351K | Buy |
1,810
+12
| +0.7% | +$2.33K | 0.12% | 136 |
|
|
2022
Q4 | $313K | Sell |
1,798
-549
| -23% | -$95.4K | 0.11% | 145 |
|
|
2022
Q3 | $379K | Sell |
2,347
-146
| -6% | -$23.6K | 0.21% | 92 |
|
|
2022
Q2 | $455K | Sell |
2,493
-152
| -6% | -$27.7K | 0.25% | 81 |
|
|
2022
Q1 | $567K | Sell |
2,645
-898
| -25% | -$193K | 0.26% | 82 |
|
|
2021
Q4 | $759K | Buy |
3,543
+501
| +16% | +$107K | 0.31% | 55 |
|
|
2021
Q3 | $554K | Buy |
3,042
+857
| +39% | +$156K | 0.27% | 65 |
|
|
2021
Q2 | $454K | Sell |
2,185
-81
| -4% | -$16.8K | 0.23% | 88 |
|
|
2021
Q1 | $385K | Sell |
2,266
-16
| -0.7% | -$2.72K | 0.21% | 100 |
|
|
2020
Q4 | $384K | Buy |
2,282
+345
| +18% | +$58.1K | 0.23% | 93 |
|
|
2020
Q3 | $323K | Sell |
1,937
-62
| -3% | -$10.3K | 0.22% | 102 |
|
|
2020
Q2 | $222K | Sell |
1,999
-167
| -8% | -$18.5K | 0.16% | 143 |
|
|
2020
Q1 | $202K | Sell |
2,166
-781
| -27% | -$72.8K | 0.22% | 104 |
|
|
2019
Q4 | $345K | Buy |
+2,947
| New | +$345K | 0.24% | 103 |
|