Welch Group’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 |
-1,138
| Closed | -$204K | – | 222 |
|
|
2023
Q2 | $204K | Sell |
1,138
-1
| -0.1% | -$179 | 0.01% | 201 |
|
|
2023
Q1 | $221K | Buy |
+1,139
| New | +$221K | 0.01% | 192 |
|
|
2022
Q2 | – | Sell |
-934
| Closed | -$200K | – | 219 |
|
|
2022
Q1 | $200K | Sell |
934
-80
| -8% | -$17.1K | 0.01% | 208 |
|
|
2021
Q4 | $217K | Buy |
+1,014
| New | +$217K | 0.01% | 203 |
|