Tower Wealth Partners’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
Q4 | – | Sell |
-1,487
| Closed | -$203K | – | 85 |
|
|
2024
Q3 | $203K | Hold |
1,487
| – | – | 0.12% | 73 |
|
|
2024
Q2 | $203K | Sell |
1,487
-5
| -0.3% | -$684 | 0.13% | 65 |
|
|
2024
Q1 | $222K | Buy |
1,492
+38
| +3% | +$5.65K | 0.14% | 57 |
|
|
2023
Q4 | $229K | Sell |
1,454
-1,676
| -54% | -$264K | 0.16% | 51 |
|
|
2023
Q3 | $488K | Buy |
3,130
+54
| +2% | +$8.42K | 0.4% | 33 |
|
|
2023
Q2 | $551K | Buy |
3,076
+369
| +14% | +$66.1K | 0.44% | 30 |
|
|
2023
Q1 | $525K | Buy |
2,707
+1,130
| +72% | +$219K | 0.44% | 29 |
|
|
2022
Q4 | $274K | Sell |
1,577
-1,739
| -52% | -$302K | 0.24% | 45 |
|
|
2022
Q3 | $556K | Buy |
3,316
+369
| +13% | +$61.9K | 0.53% | 26 |
|
|
2022
Q2 | $538K | Buy |
2,947
+603
| +26% | +$110K | 0.71% | 22 |
|
|
2022
Q1 | $503K | Buy |
2,344
+714
| +44% | +$153K | 0.55% | 25 |
|
|
2021
Q4 | $349K | Buy |
+1,630
| New | +$349K | 0.35% | 35 |
|