YorkBridge Wealth Partners’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.42M | Buy |
8,166
+81
| +1% | +$14.1K | 0.36% | 70 |
|
|
2022
Q3 | $1.31M | Buy |
8,085
+147
| +2% | +$23.7K | 0.34% | 68 |
|
|
2022
Q2 | $1.45M | Buy |
7,938
+648
| +9% | +$118K | 0.38% | 62 |
|
|
2022
Q1 | $1.56M | Sell |
7,290
-76
| -1% | -$16.3K | 0.34% | 63 |
|
|
2021
Q4 | $1.58M | Sell |
7,366
-364
| -5% | -$78K | 0.35% | 66 |
|
|
2021
Q3 | $1.41M | Buy |
7,730
+691
| +10% | +$126K | 0.35% | 65 |
|
|
2021
Q2 | $1.46M | Buy |
7,039
+25
| +0.4% | +$5.2K | 0.38% | 64 |
|
|
2021
Q1 | $1.19M | Buy |
7,014
+1,069
| +18% | +$182K | 0.35% | 67 |
|
|
2020
Q4 | $1M | Buy |
5,945
+110
| +2% | +$18.5K | 0.34% | 65 |
|
|
2020
Q3 | $972K | Sell |
5,835
-498
| -8% | -$83K | 0.41% | 63 |
|
|
2020
Q2 | $704K | Sell |
6,333
-449
| -7% | -$49.9K | 0.32% | 73 |
|
|
2020
Q1 | $634K | Sell |
6,782
-245
| -3% | -$22.9K | 0.39% | 72 |
|
|
2019
Q4 | $823K | Sell |
7,027
-837
| -11% | -$98K | 0.38% | 73 |
|
|
2019
Q3 | $942K | Buy |
7,864
+17
| +0.2% | +$2.04K | 0.47% | 61 |
|
|
2019
Q2 | $810K | Buy |
7,847
+328
| +4% | +$33.9K | 0.36% | 69 |
|
|
2019
Q1 | $840K | Buy |
7,519
+184
| +3% | +$20.6K | 0.39% | 65 |
|
|
2018
Q4 | $715K | Sell |
7,335
-136
| -2% | -$13.3K | 0.38% | 67 |
|
|
2018
Q3 | $878K | Sell |
7,471
-144
| -2% | -$16.9K | 0.4% | 67 |
|
|
2018
Q2 | $809K | Buy |
7,615
+346
| +5% | +$36.8K | 0.35% | 73 |
|
|
2018
Q1 | $778K | Buy |
7,269
+395
| +6% | +$42.3K | 0.36% | 74 |
|
|
2017
Q4 | $779K | Buy |
6,874
+425
| +7% | +$48.2K | 0.38% | 72 |
|
|
2017
Q3 | $774K | Sell |
6,449
-291
| -4% | -$34.9K | 0.4% | 63 |
|
|
2017
Q2 | $745K | Buy |
6,740
+334
| +5% | +$36.9K | 0.4% | 69 |
|
|
2017
Q1 | $685K | Buy |
6,406
+594
| +10% | +$63.5K | 0.36% | 74 |
|
|
2016
Q4 | $676K | Buy |
+5,812
| New | +$676K | 0.4% | 69 |
|