Advisor 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
Q2 | $5.04M | Buy |
27,601
+539
| +2% | +$98.4K | 0.35% | 51 |
|
|
2022
Q1 | $5.8M | Buy |
27,062
+1,982
| +8% | +$425K | 0.36% | 48 |
|
|
2021
Q4 | $5.38M | Sell |
25,080
-101
| -0.4% | -$21.7K | 0.32% | 55 |
|
|
2021
Q3 | $4.59M | Sell |
25,181
-996
| -4% | -$181K | 0.31% | 61 |
|
|
2021
Q2 | $5.44M | Buy |
26,177
+431
| +2% | +$89.6K | 0.36% | 54 |
|
|
2021
Q1 | $4.38M | Sell |
25,746
-702
| -3% | -$119K | 0.31% | 61 |
|
|
2020
Q4 | $4.45M | Buy |
26,448
+1,442
| +6% | +$243K | 0.33% | 57 |
|
|
2020
Q3 | $4.17M | Buy |
25,006
+410
| +2% | +$68.3K | 0.36% | 55 |
|
|
2020
Q2 | $2.73M | Buy |
24,596
+3,264
| +15% | +$363K | 0.25% | 72 |
|
|
2020
Q1 | $1.99M | Buy |
21,332
+6,226
| +41% | +$581K | 0.24% | 88 |
|
|
2019
Q4 | $1.78M | Buy |
15,106
+1,102
| +8% | +$130K | 0.18% | 125 |
|
|
2019
Q3 | $1.68M | Buy |
14,004
+3,544
| +34% | +$425K | 0.2% | 109 |
|
|
2019
Q2 | $1.08M | Sell |
10,460
-544
| -5% | -$56.2K | 0.13% | 153 |
|
|
2019
Q1 | $1.23M | Buy |
11,004
+206
| +2% | +$23K | 0.16% | 131 |
|
|
2018
Q4 | $1.05M | Sell |
10,798
-4,161
| -28% | -$406K | 0.17% | 131 |
|
|
2018
Q3 | $1.75M | Buy |
14,959
+808
| +6% | +$94.3K | 0.24% | 79 |
|
|
2018
Q2 | $1.5M | Buy |
14,151
+2,512
| +22% | +$267K | 0.25% | 84 |
|
|
2018
Q1 | $1.22M | Sell |
11,639
-1,473
| -11% | -$154K | 0.23% | 102 |
|
|
2017
Q4 | $1.75M | Buy |
13,112
+1,085
| +9% | +$144K | 0.31% | 69 |
|
|
2017
Q3 | $1.44M | Buy |
12,027
+290
| +2% | +$34.8K | 0.28% | 72 |
|
|
2017
Q2 | $1.3M | Buy |
11,737
+1,089
| +10% | +$120K | 0.3% | 81 |
|
|
2017
Q1 | $1.14M | Sell |
10,648
-1,681
| -14% | -$180K | 0.3% | 83 |
|
|
2016
Q4 | $1.41M | Buy |
12,329
+727
| +6% | +$83.3K | 0.43% | 54 |
|
|
2016
Q3 | $1.27M | Buy |
11,602
+234
| +2% | +$25.6K | 0.42% | 58 |
|
|
2016
Q2 | $1.23M | Buy |
11,368
+213
| +2% | +$23K | 0.43% | 55 |
|
|
2016
Q1 | $1.18M | Sell |
11,155
-3,752
| -25% | -$396K | 0.44% | 55 |
|
|
2015
Q4 | $1.44M | Buy |
14,907
+3,092
| +26% | +$298K | 0.49% | 55 |
|
|
2015
Q3 | $1.17M | Sell |
11,815
-702
| -6% | -$69.3K | 0.49% | 52 |
|
|
2015
Q2 | $1.21M | Buy |
12,517
+2,014
| +19% | +$195K | 0.46% | 58 |
|
|
2015
Q1 | $1.02M | Sell |
10,503
-411
| -4% | -$39.8K | 0.43% | 64 |
|
|
2014
Q4 | $1.19M | Buy |
10,914
+724
| +7% | +$79.1K | 0.53% | 49 |
|
|
2014
Q3 | $1M | Sell |
10,190
-12
| -0.1% | -$1.18K | 0.57% | 44 |
|
|
2014
Q2 | $1.05M | Buy |
10,202
+313
| +3% | +$32.1K | 0.52% | 53 |
|
|
2014
Q1 | $963K | Sell |
9,889
-518
| -5% | -$50.4K | 0.53% | 50 |
|
|
2013
Q4 | $1.09M | Buy |
10,407
+623
| +6% | +$65.5K | 0.63% | 42 |
|
|
2013
Q3 | $894K | Buy |
9,784
+445
| +5% | +$40.7K | 0.64% | 42 |
|
|
2013
Q2 | $808K | Buy |
+9,339
| New | +$808K | 0.66% | 42 |
|