WBH Advisory’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
Q2 | – | Sell |
-1,465
| Closed | -$218K | – | 318 |
|
|
2024
Q1 | $218K | Buy |
+1,465
| New | +$218K | 0.02% | 294 |
|
|
2023
Q3 | – | Sell |
-1,314
| Closed | -$236K | – | 304 |
|
|
2023
Q2 | $236K | Hold |
1,314
| – | – | 0.03% | 277 |
|
|
2023
Q1 | $255K | Buy |
+1,314
| New | +$255K | 0.03% | 270 |
|
|
2022
Q3 | $274K | Buy |
1,697
+89
| +6% | +$14.4K | 0.04% | 245 |
|
|
2022
Q2 | $297K | Buy |
1,608
+1
| +0.1% | +$185 | 0.04% | 248 |
|
|
2022
Q1 | $306K | Buy |
1,607
+200
| +14% | +$38.1K | 0.04% | 258 |
|
|
2021
Q4 | $302K | Buy |
1,407
+301
| +27% | +$64.6K | 0.03% | 265 |
|
|
2021
Q3 | $201K | Sell |
1,106
-49
| -4% | -$8.91K | 0.03% | 287 |
|
|
2021
Q2 | $242K | Buy |
+1,155
| New | +$242K | 0.04% | 246 |
|