STAR Financial Bank’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 |
-1,949
| Closed | -$266K | – | 123 |
|
2024
Q3 | $266K | Sell |
1,949
-274
| -12% | -$37.4K | 0.18% | 103 |
|
2024
Q2 | $304K | Sell |
2,223
-635
| -22% | -$86.9K | 0.23% | 90 |
|
2024
Q1 | $425K | Hold |
2,858
| – | – | 0.36% | 66 |
|
2023
Q4 | $449K | Buy |
2,858
+9
| +0.3% | +$1.42K | 0.41% | 60 |
|
2023
Q3 | $444K | Sell |
2,849
-203
| -7% | -$31.6K | 0.46% | 54 |
|
2023
Q2 | $547K | Buy |
3,052
+8
| +0.3% | +$1.43K | 0.51% | 48 |
|
2023
Q1 | $591K | Sell |
3,044
-66
| -2% | -$12.8K | 0.57% | 44 |
|
2022
Q4 | $541K | Buy |
+3,110
| New | +$541K | 0.54% | 48 |
|