Becker Capital Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,380
| Closed | -$247K | – | 275 |
|
|
2023
Q2 | $247K | Sell |
1,380
-25
| -2% | -$4.48K | 0.01% | 253 |
|
|
2023
Q1 | $273K | Buy |
1,405
+45
| +3% | +$8.73K | 0.01% | 232 |
|
|
2022
Q4 | $236K | Sell |
1,360
-146
| -10% | -$25.4K | 0.01% | 177 |
|
|
2022
Q3 | $243K | Sell |
1,506
-80
| -5% | -$12.9K | 0.01% | 176 |
|
|
2022
Q2 | $290K | Buy |
1,586
+1
| +0.1% | +$183 | 0.01% | 176 |
|
|
2022
Q1 | $340K | Buy |
1,585
+8
| +0.5% | +$1.72K | 0.01% | 170 |
|
|
2021
Q4 | $338K | Sell |
1,577
-227
| -13% | -$48.7K | 0.01% | 169 |
|
|
2021
Q3 | $329K | Buy |
1,804
+82
| +5% | +$15K | 0.01% | 170 |
|
|
2021
Q2 | $358K | Buy |
1,722
+286
| +20% | +$59.5K | 0.02% | 167 |
|
|
2021
Q1 | $244K | Buy |
1,436
+50
| +4% | +$8.5K | 0.01% | 180 |
|
|
2020
Q4 | $233K | Buy |
+1,386
| New | +$233K | 0.01% | 172 |
|
|
2019
Q3 | – | Sell |
-2,025
| Closed | -$209K | – | 166 |
|
|
2019
Q2 | $209K | Sell |
2,025
-1,133
| -36% | -$117K | 0.01% | 166 |
|
|
2019
Q1 | $353K | Buy |
+3,158
| New | +$353K | 0.01% | 159 |
|