TI
tru Independence’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-31,035
| Closed | -$4.23M | – | 116 |
|
|
2024
Q3 | $4.23M | Sell |
31,035
-1,524
| -5% | -$208K | 1.24% | 42 |
|
|
2024
Q2 | $4.46M | Sell |
32,559
-34
| -0.1% | -$4.65K | 1.35% | 38 |
|
|
2024
Q1 | $4.84M | Sell |
32,593
-375
| -1% | -$55.7K | 1.43% | 36 |
|
|
2023
Q4 | $5.18M | Buy |
32,968
+193
| +0.6% | +$30.3K | 1.57% | 27 |
|
|
2023
Q3 | $5.11M | Sell |
32,775
-1,840
| -5% | -$287K | 1.77% | 22 |
|
|
2023
Q2 | $6.2M | Buy |
34,615
+373
| +1% | +$66.9K | 2.04% | 9 |
|
|
2023
Q1 | $6.64M | Sell |
34,242
-1,349
| -4% | -$262K | 2.14% | 8 |
|
|
2022
Q4 | $6.19M | Buy |
35,591
+299
| +0.8% | +$52K | 2.01% | 14 |
|
|
2022
Q3 | $5.7M | Sell |
35,292
-1,133
| -3% | -$183K | 2.01% | 9 |
|
|
2022
Q2 | $6.65M | Sell |
36,425
-398
| -1% | -$72.7K | 2.14% | 4 |
|
|
2022
Q1 | $7.9M | Buy |
36,823
+450
| +1% | +$96.5K | 2.14% | 4 |
|
|
2021
Q4 | $7.8M | Sell |
36,373
-543
| -1% | -$116K | 2.13% | 3 |
|
|
2021
Q3 | $6.72M | Sell |
36,916
-387
| -1% | -$70.5K | 1.88% | 6 |
|
|
2021
Q2 | $7.76M | Sell |
37,303
-378
| -1% | -$78.6K | 2.28% | 2 |
|
|
2021
Q1 | $6.41M | Sell |
37,681
-3,035
| -7% | -$516K | 1.21% | 21 |
|
|
2020
Q4 | $6.86K | Sell |
40,716
-1,589
| -4% | -$268 | 0.01% | 271 |
|
|
2020
Q3 | $7.05M | Sell |
42,305
-4,391
| -9% | -$732K | 2% | 4 |
|
|
2020
Q2 | $5.19K | Sell |
46,696
-1,217
| -3% | -$135 | 0.75% | 31 |
|
|
2020
Q1 | $4.48K | Sell |
47,913
-42,060
| -47% | -$3.93K | 0.73% | 30 |
|
|
2019
Q4 | $9.4M | Buy |
+89,973
| New | +$9.4M | 1.35% | 15 |
|