Texas Capital Bank Wealth Management Services’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,663
| Closed | -$298K | – | 236 |
|
|
2023
Q2 | $298K | Sell |
1,663
-374
| -18% | -$67K | 0.03% | 164 |
|
|
2023
Q1 | $395K | Sell |
2,037
-51
| -2% | -$9.89K | 0.05% | 130 |
|
|
2022
Q4 | $363K | Buy |
2,088
+250
| +14% | +$43.5K | 0.04% | 121 |
|
|
2022
Q3 | $297K | Buy |
1,838
+24
| +1% | +$3.88K | 0.04% | 115 |
|
|
2022
Q2 | $331K | Sell |
1,814
-73
| -4% | -$13.3K | 0.04% | 109 |
|
|
2022
Q1 | $405K | Buy |
1,887
+37
| +2% | +$7.94K | 0.04% | 113 |
|
|
2021
Q4 | $397K | Buy |
1,850
+62
| +3% | +$13.3K | 0.03% | 121 |
|
|
2021
Q3 | $326K | Sell |
1,788
-43
| -2% | -$7.84K | 0.03% | 121 |
|
|
2021
Q2 | $381K | Buy |
1,831
+152
| +9% | +$31.6K | 0.05% | 107 |
|
|
2021
Q1 | $285K | Sell |
1,679
-73
| -4% | -$12.4K | 0.04% | 117 |
|
|
2020
Q4 | $295K | Sell |
1,752
-643
| -27% | -$108K | 0.04% | 112 |
|
|
2020
Q3 | $399K | Sell |
2,395
-975
| -29% | -$162K | 0.07% | 111 |
|
|
2020
Q2 | $375K | Sell |
3,370
-861
| -20% | -$95.8K | 0.08% | 82 |
|
|
2020
Q1 | $395K | Buy |
4,231
+542
| +15% | +$50.6K | 0.11% | 76 |
|
|
2019
Q4 | $432K | Buy |
+3,689
| New | +$432K | 0.1% | 85 |
|