Wealthquest’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,254
| Closed | -$225K | – | 129 |
|
|
2023
Q2 | $225K | Hold |
1,254
| – | – | 0.03% | 114 |
|
|
2023
Q1 | $243K | Sell |
1,254
-120
| -9% | -$23.3K | 0.03% | 108 |
|
|
2022
Q4 | $239K | Buy |
1,374
+120
| +10% | +$20.9K | 0.03% | 115 |
|
|
2022
Q3 | $202K | Hold |
1,254
| – | – | 0.03% | 120 |
|
|
2022
Q2 | $228K | Hold |
1,254
| – | – | 0.03% | 115 |
|
|
2022
Q1 | $268K | Hold |
1,254
| – | – | 0.04% | 118 |
|
|
2021
Q4 | $268K | Sell |
1,254
-361
| -22% | -$77.2K | 0.04% | 118 |
|
|
2021
Q3 | $294K | Buy |
1,615
+219
| +16% | +$39.9K | 0.05% | 106 |
|
|
2021
Q2 | $290K | Buy |
1,396
+20
| +1% | +$4.16K | 0.05% | 111 |
|
|
2021
Q1 | $233K | Hold |
1,376
| – | – | 0.04% | 125 |
|
|
2020
Q4 | $231K | Buy |
+1,376
| New | +$231K | 0.05% | 118 |
|