W.H. Cornerstone Investments’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 |
-3,084
| Closed | -$422K | – | 133 |
|
|
2024
Q2 | $422K | Sell |
3,084
-1,260
| -29% | -$172K | 0.3% | 69 |
|
|
2024
Q1 | $646K | Sell |
4,344
-721
| -14% | -$107K | 0.47% | 59 |
|
|
2023
Q4 | $796K | Sell |
5,065
-1,605
| -24% | -$252K | 0.63% | 48 |
|
|
2023
Q3 | $1.04M | Buy |
6,670
+62
| +0.9% | +$9.67K | 0.91% | 34 |
|
|
2023
Q2 | $1.18M | Buy |
6,608
+44
| +0.7% | +$7.88K | 1.06% | 28 |
|
|
2023
Q1 | $1.27M | Buy |
6,564
+590
| +10% | +$114K | 1.16% | 22 |
|
|
2022
Q4 | $1.09M | Sell |
5,974
-891
| -13% | -$162K | 1.03% | 31 |
|
|
2022
Q3 | $1.09M | Buy |
+6,865
| New | +$1.09M | 1.15% | 24 |
|