Brightworth’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
Q3 | $669K | Buy |
4,139
+25
| +0.6% | +$4.04K | 0.07% | 84 |
|
|
2022
Q2 | $751K | Buy |
4,114
+265
| +7% | +$48.4K | 0.08% | 81 |
|
|
2022
Q1 | $825K | Sell |
3,849
-100
| -3% | -$21.4K | 0.08% | 74 |
|
|
2021
Q4 | $846K | Sell |
3,949
-1,353
| -26% | -$290K | 0.08% | 71 |
|
|
2021
Q3 | $965K | Buy |
5,302
+1,461
| +38% | +$266K | 0.09% | 65 |
|
|
2021
Q2 | $799K | Buy |
3,841
+238
| +7% | +$49.5K | 0.07% | 63 |
|
|
2021
Q1 | $612K | Sell |
3,603
-318
| -8% | -$54K | 0.06% | 65 |
|
|
2020
Q4 | $660K | Buy |
3,921
+605
| +18% | +$102K | 0.07% | 58 |
|
|
2020
Q3 | $552K | Buy |
3,316
+391
| +13% | +$65.1K | 0.06% | 58 |
|
|
2020
Q2 | $325K | Buy |
2,925
+658
| +29% | +$73.1K | 0.05% | 68 |
|
|
2020
Q1 | $212K | Buy |
2,267
+363
| +19% | +$33.9K | 0.04% | 75 |
|
|
2019
Q4 | $223K | Buy |
1,904
+67
| +4% | +$7.85K | 0.04% | 89 |
|
|
2019
Q3 | $220K | Buy |
+1,837
| New | +$220K | 0.05% | 87 |
|
|
2019
Q2 | – | Sell |
-2,127
| Closed | -$238K | – | 94 |
|
|
2019
Q1 | $238K | Buy |
+2,127
| New | +$238K | 0.05% | 87 |
|
|
2018
Q4 | – | Sell |
-1,918
| Closed | -$224K | – | 99 |
|
|
2018
Q3 | $224K | Sell |
1,918
-20
| -1% | -$2.34K | 0.05% | 89 |
|
|
2018
Q2 | $206K | Buy |
+1,938
| New | +$206K | 0.05% | 87 |
|
|
2018
Q1 | – | Sell |
-1,690
| Closed | -$201K | – | 136 |
|
|
2017
Q4 | $201K | Buy |
1,690
+1
| +0.1% | +$119 | 0.05% | 115 |
|
|
2017
Q3 | $203K | Buy |
+1,689
| New | +$203K | 0.05% | 124 |
|