Advisor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $18.9M | Buy |
160,949
+2,433
| +2% | +$285K | 0.13% | 151 |
|
|
2019
Q3 | $19M | Buy |
158,516
+3,830
| +2% | +$459K | 0.14% | 129 |
|
|
2019
Q2 | $16M | Buy |
154,686
+1,494
| +1% | +$154K | 0.12% | 149 |
|
|
2019
Q1 | $17.1M | Buy |
153,192
+7,653
| +5% | +$856K | 0.14% | 132 |
|
|
2018
Q4 | $14.2M | Sell |
145,539
-909
| -0.6% | -$88.7K | 0.14% | 127 |
|
|
2018
Q3 | $17.1M | Buy |
146,448
+6,960
| +5% | +$813K | 0.17% | 104 |
|
|
2018
Q2 | $14.8M | Sell |
139,488
-9,686
| -6% | -$1.03M | 0.2% | 96 |
|
|
2018
Q1 | $15.6M | Buy |
149,174
+15,494
| +12% | +$1.62M | 0.21% | 92 |
|
|
2017
Q4 | $15.9M | Buy |
133,680
+24,985
| +23% | +$2.98M | 0.21% | 90 |
|
|
2017
Q3 | $13.1M | Buy |
108,695
+3,887
| +4% | +$467K | 0.21% | 101 |
|
|
2017
Q2 | $11.6M | Buy |
104,808
+17,835
| +21% | +$1.97M | 0.2% | 105 |
|
|
2017
Q1 | $9.33M | Sell |
86,973
-11,152
| -11% | -$1.2M | 0.19% | 117 |
|
|
2016
Q4 | $11.3M | Sell |
98,125
-10,627
| -10% | -$1.22M | 0.25% | 85 |
|
|
2016
Q3 | $11.9M | Buy |
108,752
+6,577
| +6% | +$719K | 0.29% | 79 |
|
|
2016
Q2 | $11M | Buy |
+102,175
| New | +$11M | 0.29% | 69 |
|