Wintrust 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
Q4 | – | Sell |
-217
| Closed | -$29K | – | 510 |
|
|
2024
Q3 | $29K | Sell |
217
-1,591
| -88% | -$213K | 0.02% | 414 |
|
|
2024
Q2 | $247K | Buy |
1,808
+13
| +0.7% | +$1.78K | 0.02% | 413 |
|
|
2024
Q1 | $267K | Buy |
1,795
+401
| +29% | +$59.6K | 0.02% | 400 |
|
|
2023
Q4 | $219K | Sell |
1,394
-144
| -9% | -$22.6K | 0.02% | 412 |
|
|
2023
Q3 | $240K | Buy |
1,538
+85
| +6% | +$13.3K | 0.03% | 358 |
|
|
2023
Q2 | $260K | Sell |
1,453
-5,003
| -77% | -$895K | 0.03% | 362 |
|
|
2023
Q1 | $1.25M | Sell |
6,456
-20
| -0.3% | -$3.88K | 0.16% | 115 |
|
|
2022
Q4 | $1.13M | Buy |
6,476
+233
| +4% | +$40.5K | 0.15% | 129 |
|
|
2022
Q3 | $1.01M | Buy |
6,243
+108
| +2% | +$17.4K | 0.13% | 145 |
|
|
2022
Q2 | $1.12M | Sell |
6,135
-136
| -2% | -$24.8K | 0.13% | 139 |
|
|
2022
Q1 | $1.35M | Buy |
6,271
+30
| +0.5% | +$6.43K | 0.13% | 138 |
|
|
2021
Q4 | $1.34M | Sell |
6,241
-34
| -0.5% | -$7.29K | 0.13% | 137 |
|
|
2021
Q3 | $1.14M | Buy |
6,275
+598
| +11% | +$109K | 0.15% | 107 |
|
|
2021
Q2 | $1.18M | Buy |
+5,677
| New | +$1.18M | 0.12% | 143 |
|