Tiemann Investment Advisors’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
Q4 | – | Sell |
-1,267
| Closed | -$197K | – | 191 |
|
|
2023
Q3 | $197K | Sell |
1,267
-25
| -2% | -$3.9K | 0.11% | 179 |
|
|
2023
Q2 | $232K | Hold |
1,292
| – | – | 0.12% | 172 |
|
|
2023
Q1 | $251K | Sell |
1,292
-55
| -4% | -$10.7K | 0.14% | 165 |
|
|
2022
Q4 | $234K | Sell |
1,347
-60
| -4% | -$10.4K | 0.14% | 167 |
|
|
2022
Q3 | $227K | Hold |
1,407
| – | – | 0.15% | 153 |
|
|
2022
Q2 | $257K | Sell |
1,407
-110
| -7% | -$20.1K | 0.14% | 150 |
|
|
2022
Q1 | $325K | Buy |
1,517
+50
| +3% | +$10.7K | 0.15% | 149 |
|
|
2021
Q4 | $314K | Hold |
1,467
| – | – | 0.13% | 160 |
|
|
2021
Q3 | $267K | Hold |
1,467
| – | – | 0.13% | 163 |
|
|
2021
Q2 | $305K | Sell |
1,467
-8
| -0.5% | -$1.66K | 0.14% | 156 |
|
|
2021
Q1 | $251K | Sell |
1,475
-50
| -3% | -$8.51K | 0.13% | 176 |
|
|
2020
Q4 | $257K | Sell |
1,525
-200
| -12% | -$33.7K | 0.14% | 164 |
|
|
2020
Q3 | $287K | Buy |
+1,725
| New | +$287K | 0.18% | 133 |
|
|
2014
Q2 | – | Sell |
-2,495
| Closed | -$243K | – | 146 |
|
|
2014
Q1 | $243K | Sell |
2,495
-200
| -7% | -$19.5K | 0.27% | 122 |
|
|
2013
Q4 | $283K | Buy |
+2,695
| New | +$283K | 0.34% | 104 |
|