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KCS Wealth Advisory

SEC CIK
0001697719
Latest filing
Nov 3, 2023

UPS holding history

United Parcel Service Inc in every 13F filed by KCS Wealth Advisory, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UPS overviewAll 13F holders of UPSFull Q3 2023 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2021
Holdings of UPS by KCS Wealth Advisory, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−1,158−100.0%Sold outHolders
Q2 20231,158$207.6K0.1%−661−36.3%ReducedHolders
Q1 20231,819$352.9K0.1%−1,011−35.7%ReducedHolders
Q4 20222,830$492.0K0.2%+1,565+123.7%AddedHolders
Q3 20221,265$204.0K0.1%−30−2.3%ReducedHolders
Q2 20221,295$236.0K0.1%00.0%UnchangedHolders
Q1 20221,295$278.0K0.1%+23+1.8%AddedHolders
Q4 20211,272$273.0K0.1%+1,272NewHolders
Q3 20210$00.0%−1,034−100.0%Sold outHolders
Q2 20211,034$215.0K0.1%+1,034NewHolders