Bedel Financial Consulting’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,481
| Closed | -$202K | – | 273 |
|
|
2024
Q3 | $202K | Buy |
+1,481
| New | +$202K | 0.03% | 251 |
|
|
2024
Q2 | – | Sell |
-1,442
| Closed | -$214K | – | 258 |
|
|
2024
Q1 | $214K | Sell |
1,442
-20
| -1% | -$2.97K | 0.03% | 236 |
|
|
2023
Q4 | $230K | Buy |
1,462
+62
| +4% | +$9.75K | 0.04% | 218 |
|
|
2023
Q3 | $218K | Buy |
1,400
+3
| +0.2% | +$468 | 0.04% | 215 |
|
|
2023
Q2 | $250K | Buy |
1,397
+3
| +0.2% | +$538 | 0.05% | 199 |
|
|
2023
Q1 | $270K | Sell |
1,394
-27
| -2% | -$5.24K | 0.07% | 178 |
|
|
2022
Q4 | $247K | Hold |
1,421
| – | – | 0.06% | 187 |
|
|
2022
Q3 | $240K | Buy |
1,421
+300
| +27% | +$50.7K | 0.06% | 183 |
|
|
2022
Q2 | $205K | Hold |
1,121
| – | – | 0.06% | 189 |
|
|
2022
Q1 | $240K | Sell |
1,121
-60
| -5% | -$12.8K | 0.08% | 172 |
|
|
2021
Q4 | $253K | Sell |
1,181
-24
| -2% | -$5.14K | 0.08% | 166 |
|
|
2021
Q3 | $219K | Sell |
1,205
-111
| -8% | -$20.2K | 0.08% | 174 |
|
|
2021
Q2 | $274K | Buy |
1,316
+203
| +18% | +$42.3K | 0.1% | 154 |
|
|
2021
Q1 | $189K | Hold |
1,113
| – | – | 0.07% | 178 |
|
|
2020
Q4 | $187K | Buy |
1,113
+40
| +4% | +$6.72K | 0.08% | 158 |
|
|
2020
Q3 | $179K | Sell |
1,073
-501
| -32% | -$83.6K | 0.09% | 153 |
|
|
2020
Q2 | $175K | Sell |
1,574
-165
| -9% | -$18.3K | 0.09% | 140 |
|
|
2020
Q1 | $162K | Buy |
1,739
+10
| +0.6% | +$932 | 0.11% | 138 |
|
|
2019
Q4 | $202K | Hold |
1,729
| – | – | 0.11% | 140 |
|
|
2019
Q3 | $207K | Hold |
1,729
| – | – | 0.12% | 137 |
|
|
2019
Q2 | $179K | Hold |
1,729
| – | – | 0.11% | 149 |
|
|
2019
Q1 | $193K | Hold |
1,729
| – | – | 0.12% | 135 |
|
|
2018
Q4 | $169K | Sell |
1,729
-94
| -5% | -$9.19K | 0.12% | 136 |
|
|
2018
Q3 | $214K | Buy |
1,823
+50
| +3% | +$5.87K | 0.14% | 127 |
|
|
2018
Q2 | $188K | Sell |
1,773
-17
| -0.9% | -$1.8K | 0.14% | 142 |
|
|
2018
Q1 | $187K | Hold |
1,790
| – | – | 0.14% | 140 |
|
|
2017
Q4 | $213K | Buy |
+1,790
| New | +$213K | 0.19% | 123 |
|