TAM
Tucker Asset Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $266K | Sell |
2,111
-991
| -32% | -$125K | 0.03% | 107 |
|
|
2024
Q3 | $423K | Buy |
3,102
+558
| +22% | +$76.1K | 0.1% | 68 |
|
|
2024
Q2 | $348K | Buy |
2,544
+202
| +9% | +$27.6K | 0.08% | 93 |
|
|
2024
Q1 | $348K | Buy |
2,342
+468
| +25% | +$69.5K | 0.08% | 102 |
|
|
2023
Q4 | $295K | Buy |
1,874
+282
| +18% | +$44.3K | 0.07% | 106 |
|
|
2023
Q3 | $248K | Buy |
1,592
+217
| +16% | +$33.8K | 0.07% | 114 |
|
|
2023
Q2 | $246K | Sell |
1,375
-33
| -2% | -$5.92K | 0.07% | 90 |
|
|
2023
Q1 | $273K | Buy |
1,408
+146
| +12% | +$28.3K | 0.08% | 60 |
|
|
2022
Q4 | $222K | Buy |
1,262
+254
| +25% | +$44.6K | 0.07% | 45 |
|
|
2022
Q3 | $169K | Buy |
1,008
+219
| +28% | +$36.8K | 0.06% | 50 |
|
|
2022
Q2 | $144K | Buy |
789
+12
| +2% | +$2.19K | 0.05% | 28 |
|
|
2022
Q1 | $167K | Buy |
777
+46
| +6% | +$9.86K | 0.05% | 27 |
|
|
2021
Q4 | $156K | Buy |
731
+65
| +10% | +$13.9K | 0.05% | 24 |
|
|
2021
Q3 | $142K | Buy |
666
+94
| +16% | +$20.1K | 0.05% | 28 |
|
|
2021
Q2 | $119K | Buy |
572
+41
| +8% | +$8.53K | 0.05% | 30 |
|
|
2021
Q1 | $90.3K | Buy |
531
+179
| +51% | +$30.4K | 0.05% | 46 |
|
|
2020
Q4 | $59.3K | Buy |
+352
| New | +$59.3K | 0.04% | 53 |
|