Boston Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $754K | Buy |
5,978
+152
| +3% | +$19.2K | 0.02% | 215 |
|
|
2024
Q3 | $794K | Sell |
5,826
-114
| -2% | -$15.5K | 0.02% | 211 |
|
|
2024
Q2 | $813K | Buy |
5,940
+77
| +1% | +$10.5K | 0.03% | 207 |
|
|
2024
Q1 | $871K | Sell |
5,863
-77
| -1% | -$11.4K | 0.03% | 205 |
|
|
2023
Q4 | $934K | Buy |
+5,940
| New | +$934K | 0.03% | 197 |
|
|
2020
Q3 | – | Sell |
-1,255
| Closed | -$140K | – | 268 |
|
|
2020
Q2 | $140K | Sell |
1,255
-51
| -4% | -$5.69K | 0.01% | 260 |
|
|
2020
Q1 | $122K | Sell |
1,306
-804
| -38% | -$75.1K | 0.01% | 258 |
|
|
2019
Q4 | $247K | Buy |
2,110
+23
| +1% | +$2.69K | 0.01% | 221 |
|
|
2019
Q3 | $250K | Sell |
2,087
-26
| -1% | -$3.12K | 0.01% | 228 |
|
|
2019
Q2 | $218K | Buy |
2,113
+48
| +2% | +$4.95K | 0.01% | 247 |
|
|
2019
Q1 | $231K | Sell |
2,065
-75
| -4% | -$8.39K | 0.01% | 242 |
|
|
2018
Q4 | $209K | Buy |
2,140
+175
| +9% | +$17.1K | 0.01% | 241 |
|
|
2018
Q3 | $229K | Sell |
1,965
-40
| -2% | -$4.66K | 0.01% | 276 |
|
|
2018
Q2 | $213K | Sell |
2,005
-580
| -22% | -$61.6K | 0.01% | 250 |
|
|
2018
Q1 | $271K | Sell |
2,585
-1,596
| -38% | -$167K | 0.02% | 229 |
|
|
2017
Q4 | $498K | Sell |
4,181
-174
| -4% | -$20.7K | 0.03% | 195 |
|
|
2017
Q3 | $523K | Sell |
4,355
-321
| -7% | -$38.5K | 0.04% | 195 |
|
|
2017
Q2 | $517K | Sell |
4,676
-1,260
| -21% | -$139K | 0.04% | 199 |
|
|
2017
Q1 | $637K | Sell |
5,936
-159
| -3% | -$17.1K | 0.05% | 195 |
|
|
2016
Q4 | $699K | Sell |
6,095
-249
| -4% | -$28.6K | 0.06% | 192 |
|
|
2016
Q3 | $694K | Sell |
6,344
-1,126
| -15% | -$123K | 0.06% | 192 |
|
|
2016
Q2 | $805K | Buy |
7,470
+165
| +2% | +$17.8K | 0.07% | 184 |
|
|
2016
Q1 | $770K | Sell |
7,305
-6,735
| -48% | -$710K | 0.12% | 124 |
|
|
2015
Q4 | $1.35M | Buy |
14,040
+35
| +0.2% | +$3.37K | 0.19% | 114 |
|
|
2015
Q3 | $1.38M | Buy |
14,005
+150
| +1% | +$14.8K | 0.2% | 120 |
|
|
2015
Q2 | $1.34M | Buy |
13,855
+940
| +7% | +$91.1K | 0.17% | 133 |
|
|
2015
Q1 | $1.25M | Buy |
12,915
+590
| +5% | +$57.2K | 0.16% | 133 |
|
|
2014
Q4 | $1.37M | Sell |
12,325
-275
| -2% | -$30.6K | 0.17% | 131 |
|
|
2014
Q3 | $1.24M | Sell |
12,600
-11,257
| -47% | -$1.11M | 0.16% | 135 |
|
|
2014
Q2 | $2.45M | Sell |
23,857
-1,606
| -6% | -$165K | 0.32% | 93 |
|
|
2014
Q1 | $2.48M | Sell |
25,463
-1,458
| -5% | -$142K | 0.33% | 85 |
|
|
2013
Q4 | $2.83M | Buy |
26,921
+1,160
| +5% | +$122K | 0.39% | 76 |
|
|
2013
Q3 | $2.35M | Buy |
25,761
+520
| +2% | +$47.5K | 0.35% | 82 |
|
|
2013
Q2 | $2.18M | Buy |
+25,241
| New | +$2.18M | 0.34% | 84 |
|