Stokes Family Office’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
Q1 | – | Sell |
-1,291
| Closed | -$203K | – | 231 |
|
|
2023
Q4 | $203K | Sell |
1,291
-563
| -30% | -$88.5K | 0.03% | 212 |
|
|
2023
Q3 | $289K | Buy |
1,854
+18
| +1% | +$2.81K | 0.03% | 252 |
|
|
2023
Q2 | $329K | Sell |
1,836
-165
| -8% | -$29.6K | 0.04% | 227 |
|
|
2023
Q1 | $388K | Buy |
2,001
+137
| +7% | +$26.6K | 0.05% | 196 |
|
|
2022
Q4 | $324K | Sell |
1,864
-59
| -3% | -$10.3K | 0.04% | 208 |
|
|
2022
Q3 | $311K | Buy |
1,923
+20
| +1% | +$3.24K | 0.04% | 204 |
|
|
2022
Q2 | $347K | Sell |
1,903
-100
| -5% | -$18.2K | 0.05% | 193 |
|
|
2022
Q1 | $430K | Buy |
2,003
+172
| +9% | +$36.9K | 0.06% | 174 |
|
|
2021
Q4 | $392K | Buy |
1,831
+26
| +1% | +$5.57K | 0.05% | 166 |
|
|
2021
Q3 | $329K | Buy |
1,805
+26
| +1% | +$4.74K | 0.05% | 178 |
|
|
2021
Q2 | $370K | Buy |
1,779
+75
| +4% | +$15.6K | 0.05% | 162 |
|
|
2021
Q1 | $290K | Buy |
1,704
+23
| +1% | +$3.91K | 0.05% | 166 |
|
|
2020
Q4 | $283K | Buy |
1,681
+297
| +21% | +$50K | 0.06% | 140 |
|
|
2020
Q3 | $231K | Buy |
+1,384
| New | +$231K | 0.05% | 137 |
|