BSW
Buckingham Strategic Wealth’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.2M | Buy |
23,397
+46
| +0.2% | +$6.3K | 0.03% | 184 |
|
|
2024
Q1 | $3.47M | Sell |
23,351
-6,894
| -23% | -$1.02M | 0.04% | 179 |
|
|
2023
Q4 | $4.76M | Sell |
30,245
-3,128
| -9% | -$492K | 0.06% | 144 |
|
|
2023
Q3 | $5.2M | Sell |
33,373
-4,147
| -11% | -$646K | 0.07% | 128 |
|
|
2023
Q2 | $6.73M | Buy |
37,520
+12,981
| +53% | +$2.33M | 0.1% | 109 |
|
|
2023
Q1 | $4.27M | Hold |
24,539
| – | – | 0.08% | 121 |
|
|
2022
Q4 | $4.27M | Buy |
24,539
+246
| +1% | +$42.8K | 0.08% | 121 |
|
|
2022
Q3 | $3.92M | Buy |
24,293
+235
| +1% | +$38K | 0.08% | 118 |
|
|
2022
Q2 | $4.39M | Buy |
24,058
+1,114
| +5% | +$203K | 0.09% | 115 |
|
|
2022
Q1 | $4.92M | Buy |
22,944
+35
| +0.2% | +$7.51K | 0.1% | 108 |
|
|
2021
Q4 | $4.91M | Sell |
22,909
-8,471
| -27% | -$1.82M | 0.09% | 106 |
|
|
2021
Q3 | $5.71M | Sell |
31,380
-1,762
| -5% | -$321K | 0.12% | 97 |
|
|
2021
Q2 | $6.89M | Buy |
33,142
+887
| +3% | +$184K | 0.17% | 78 |
|
|
2021
Q1 | $5.48M | Sell |
32,255
-449
| -1% | -$76.3K | 0.27% | 83 |
|
|
2020
Q4 | $5.51M | Sell |
32,704
-1,333
| -4% | -$224K | 0.29% | 78 |
|
|
2020
Q3 | $5.67M | Buy |
34,037
+3,132
| +10% | +$522K | 0.43% | 49 |
|
|
2020
Q2 | $3.44M | Sell |
30,905
-2,104
| -6% | -$234K | 0.33% | 66 |
|
|
2020
Q1 | $3.08M | Sell |
33,009
-1,386
| -4% | -$129K | 0.3% | 72 |
|
|
2019
Q4 | $4.03M | Buy |
34,395
+18,802
| +121% | +$2.2M | 0.39% | 59 |
|
|
2019
Q3 | $1.87M | Buy |
15,593
+1,382
| +10% | +$166K | 0.2% | 92 |
|
|
2019
Q2 | $1.47M | Buy |
14,211
+3,168
| +29% | +$327K | 0.16% | 106 |
|
|
2019
Q1 | $1.23M | Buy |
11,043
+1,580
| +17% | +$177K | 0.16% | 118 |
|
|
2018
Q4 | $923K | Sell |
9,463
-809
| -8% | -$78.9K | 0.14% | 123 |
|
|
2018
Q3 | $1.2M | Sell |
10,272
-56
| -0.5% | -$6.54K | 0.18% | 105 |
|
|
2018
Q2 | $1.1M | Buy |
10,328
+5,802
| +128% | +$616K | 0.18% | 112 |
|
|
2018
Q1 | $474K | Sell |
4,526
-2,980
| -40% | -$312K | 0.09% | 175 |
|
|
2017
Q4 | $894K | Buy |
7,506
+196
| +3% | +$23.3K | 0.19% | 116 |
|
|
2017
Q3 | $878K | Buy |
7,310
+78
| +1% | +$9.37K | 0.21% | 109 |
|
|
2017
Q2 | $800K | Buy |
7,232
+369
| +5% | +$40.8K | 0.19% | 112 |
|
|
2017
Q1 | $736K | Buy |
6,863
+6
| +0.1% | +$643 | 0.21% | 95 |
|
|
2016
Q4 | $786K | Sell |
6,857
-60
| -0.9% | -$6.88K | 0.25% | 80 |
|
|
2016
Q3 | $756K | Buy |
6,917
+40
| +0.6% | +$4.37K | 0.26% | 81 |
|
|
2016
Q2 | $741K | Sell |
6,877
-1,412
| -17% | -$152K | 0.25% | 79 |
|
|
2016
Q1 | $874K | Buy |
8,289
+2,696
| +48% | +$284K | 0.29% | 70 |
|
|
2015
Q4 | $538K | Buy |
5,593
+202
| +4% | +$19.4K | 0.18% | 101 |
|
|
2015
Q3 | $532K | Hold |
5,391
| – | – | 0.19% | 95 |
|
|
2015
Q2 | $522K | Sell |
5,391
-51
| -0.9% | -$4.94K | 0.17% | 104 |
|
|
2015
Q1 | $528K | Sell |
5,442
-881
| -14% | -$85.5K | 0.2% | 95 |
|
|
2014
Q4 | $703K | Buy |
6,323
+960
| +18% | +$107K | 0.27% | 68 |
|
|
2014
Q3 | $527K | Sell |
5,363
-402
| -7% | -$39.5K | 0.22% | 76 |
|
|
2014
Q2 | $592K | Buy |
5,765
+1,600
| +38% | +$164K | 0.26% | 70 |
|
|
2014
Q1 | $406K | Hold |
4,165
| – | – | 0.19% | 84 |
|
|
2013
Q4 | $438K | Sell |
4,165
-162
| -4% | -$17K | 0.21% | 80 |
|
|
2013
Q3 | $395K | Buy |
4,327
+105
| +2% | +$9.59K | 0.21% | 78 |
|
|
2013
Q2 | $365K | Buy |
+4,222
| New | +$365K | 0.21% | 77 |
|