Thrive Capital Management (Pennsylvania)’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 |
-1,566
| Closed | -$246K | – | 204 |
|
|
2023
Q4 | $246K | Sell |
1,566
-392
| -20% | -$61.6K | 0.13% | 120 |
|
|
2023
Q3 | $305K | Buy |
1,958
+124
| +7% | +$19.3K | 0.17% | 95 |
|
|
2023
Q2 | $329K | Sell |
1,834
-306
| -14% | -$54.8K | 0.19% | 89 |
|
|
2023
Q1 | $409K | Buy |
2,140
+793
| +59% | +$152K | 0.26% | 73 |
|
|
2022
Q4 | $234K | Buy |
1,347
+49
| +4% | +$8.52K | 0.15% | 103 |
|
|
2022
Q3 | $210K | Buy |
+1,298
| New | +$210K | 0.14% | 107 |
|
|
2022
Q1 | – | Sell |
-3,216
| Closed | -$689K | – | 119 |
|
|
2021
Q4 | $689K | Sell |
3,216
-4,638
| -59% | -$994K | 0.45% | 54 |
|
|
2021
Q3 | $1.43M | Buy |
7,854
+353
| +5% | +$64.3K | 1.06% | 27 |
|
|
2021
Q2 | $1.56M | Buy |
7,501
+2,028
| +37% | +$422K | 1.21% | 21 |
|
|
2021
Q1 | $930K | Buy |
5,473
+1,965
| +56% | +$334K | 0.87% | 29 |
|
|
2020
Q4 | $591K | Buy |
+3,508
| New | +$591K | 0.63% | 38 |
|