TCPWM
Traverso Chambers Private Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $482K | Buy |
3,065
+8
| +0.3% | +$1.26K | 0.12% | 77 |
|
|
2023
Q3 | $476K | Buy |
3,057
+46
| +2% | +$7.17K | 0.13% | 71 |
|
|
2023
Q2 | $540K | Buy |
3,011
+24
| +0.8% | +$4.3K | 0.14% | 68 |
|
|
2023
Q1 | $579K | Buy |
2,987
+1
| +0% | +$194 | 0.16% | 67 |
|
|
2022
Q4 | $519K | Buy |
2,986
+6
| +0.2% | +$1.04K | 0.15% | 70 |
|
|
2022
Q3 | $481K | Buy |
2,980
+1
| +0% | +$161 | 0.15% | 72 |
|
|
2022
Q2 | $544K | Buy |
2,979
+325
| +12% | +$59.3K | 0.18% | 66 |
|
|
2022
Q1 | $569K | Buy |
2,654
+1
| +0% | +$214 | 0.17% | 69 |
|
|
2021
Q4 | $569K | Hold |
2,653
| – | – | 0.17% | 68 |
|
|
2021
Q3 | $483K | Hold |
2,653
| – | – | 0.15% | 69 |
|
|
2021
Q2 | $552K | Buy |
2,653
+196
| +8% | +$40.8K | 0.17% | 65 |
|
|
2021
Q1 | $418K | Hold |
2,457
| – | – | 0.14% | 73 |
|
|
2020
Q4 | $414K | Buy |
2,457
+1
| +0% | +$168 | 0.15% | 68 |
|
|
2020
Q3 | $409K | Sell |
2,456
-245
| -9% | -$40.8K | 0.16% | 63 |
|
|
2020
Q2 | $300K | Buy |
2,701
+1
| +0% | +$111 | 0.13% | 73 |
|
|
2020
Q1 | $252K | Sell |
2,700
-86
| -3% | -$8.03K | 0.12% | 78 |
|
|
2019
Q4 | $326K | Sell |
2,786
-96
| -3% | -$11.2K | 0.14% | 76 |
|
|
2019
Q3 | $345K | Buy |
2,882
+229
| +9% | +$27.4K | 0.16% | 70 |
|
|
2019
Q2 | $271K | Sell |
2,653
-212
| -7% | -$21.7K | 0.13% | 83 |
|
|
2019
Q1 | $320K | Hold |
2,865
| – | – | 0.16% | 72 |
|
|
2018
Q4 | $279K | Buy |
+2,865
| New | +$279K | 0.15% | 75 |
|