Sunburst Financial Group’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 |
-1,380
| Closed | -$217K | – | 114 |
|
|
2023
Q4 | $217K | Sell |
1,380
-215
| -13% | -$33.8K | 0.07% | 96 |
|
|
2023
Q3 | $249K | Sell |
1,595
-6
| -0.4% | -$935 | 0.09% | 79 |
|
|
2023
Q2 | $287K | Buy |
1,601
+143
| +10% | +$25.6K | 0.1% | 77 |
|
|
2023
Q1 | $283K | Sell |
1,458
-91
| -6% | -$17.7K | 0.1% | 79 |
|
|
2022
Q4 | $269K | Sell |
1,549
-27
| -2% | -$4.7K | 0.11% | 79 |
|
|
2022
Q3 | $255K | Buy |
1,576
+267
| +20% | +$43.2K | 0.12% | 76 |
|
|
2022
Q2 | $239K | Buy |
1,309
+88
| +7% | +$16.1K | 0.11% | 77 |
|
|
2022
Q1 | $262K | Buy |
1,221
+173
| +17% | +$37.1K | 0.13% | 65 |
|
|
2021
Q4 | $225K | Buy |
+1,048
| New | +$225K | 0.11% | 68 |
|
|
2021
Q3 | – | Sell |
-1,046
| Closed | -$218K | – | 65 |
|
|
2021
Q2 | $218K | Buy |
+1,046
| New | +$218K | 0.14% | 60 |
|