SDAM
Shulman DeMeo 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 |
-8,908
| Closed | -$1.4M | – | 136 |
|
|
2023
Q4 | $1.4M | Buy |
8,908
+11
| +0.1% | +$1.73K | 0.4% | 20 |
|
|
2023
Q3 | $1.39M | Sell |
8,897
-95
| -1% | -$14.8K | 0.46% | 17 |
|
|
2023
Q2 | $1.61M | Sell |
8,992
-192
| -2% | -$34.4K | 0.48% | 17 |
|
|
2023
Q1 | $1.78M | Buy |
9,184
+32
| +0.3% | +$6.21K | 0.56% | 15 |
|
|
2022
Q4 | $1.59M | Sell |
9,152
-61
| -0.7% | -$10.6K | 0.53% | 18 |
|
|
2022
Q3 | $1.49M | Sell |
9,213
-93
| -1% | -$15K | 0.53% | 17 |
|
|
2022
Q2 | $1.7M | Buy |
9,306
+153
| +2% | +$27.9K | 0.56% | 16 |
|
|
2022
Q1 | $1.96M | Buy |
9,153
+28
| +0.3% | +$6.01K | 0.54% | 16 |
|
|
2021
Q4 | $1.96M | Buy |
9,125
+59
| +0.7% | +$12.6K | 0.51% | 18 |
|
|
2021
Q3 | $1.65M | Buy |
+9,066
| New | +$1.65M | 1.43% | 10 |
|
|
2021
Q2 | – | Sell |
-9,153
| Closed | -$1.56M | – | 134 |
|
|
2021
Q1 | $1.56M | Buy |
9,153
+390
| +4% | +$66.3K | 0.42% | 26 |
|
|
2020
Q4 | $1.48M | Buy |
8,763
+395
| +5% | +$66.5K | 0.42% | 27 |
|
|
2020
Q3 | $1.39M | Sell |
8,368
-189
| -2% | -$31.5K | 0.47% | 23 |
|
|
2020
Q2 | $951K | Buy |
8,557
+163
| +2% | +$18.1K | 0.37% | 33 |
|
|
2020
Q1 | $784K | Sell |
8,394
-261
| -3% | -$24.4K | 0.36% | 34 |
|
|
2019
Q4 | $1.01M | Buy |
8,655
+312
| +4% | +$36.5K | 0.35% | 35 |
|
|
2019
Q3 | $1M | Buy |
8,343
+448
| +6% | +$53.7K | 0.34% | 34 |
|
|
2019
Q2 | $815K | Buy |
7,895
+236
| +3% | +$24.4K | 0.3% | 37 |
|
|
2019
Q1 | $856K | Buy |
+7,659
| New | +$856K | 0.33% | 33 |
|