Tyler-Stone Wealth Management’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
Q3 | – | Sell |
-446
| Closed | -$61K | – | 854 |
|
|
2024
Q2 | $61K | Buy |
446
+4
| +0.9% | +$547 | 0.03% | 343 |
|
|
2024
Q1 | $65.8K | Sell |
442
-33
| -7% | -$4.91K | 0.03% | 329 |
|
|
2023
Q4 | $74.6K | Buy |
475
+3
| +0.6% | +$471 | 0.04% | 303 |
|
|
2023
Q3 | $74K | Buy |
472
+3
| +0.6% | +$470 | 0.04% | 287 |
|
|
2023
Q2 | $84K | Buy |
+469
| New | +$84K | 0.05% | 267 |
|
|
2022
Q4 | $81K | Hold |
464
| – | – | 0.06% | 263 |
|
|
2022
Q3 | $75K | Sell |
464
-11
| -2% | -$1.78K | 0.06% | 255 |
|
|
2022
Q2 | $87K | Hold |
475
| – | – | 0.06% | 255 |
|
|
2022
Q1 | $102K | Buy |
475
+20
| +4% | +$4.3K | 0.06% | 249 |
|
|
2021
Q4 | $98K | Buy |
+455
| New | +$98K | 0.05% | 272 |
|