Buffington Mohr McNeal’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 |
-2,128
| Closed | -$290K | – | 137 |
|
|
2024
Q3 | $290K | Sell |
2,128
-73
| -3% | -$9.95K | 0.05% | 113 |
|
|
2024
Q2 | $301K | Buy |
2,201
+1
| +0% | +$137 | 0.05% | 107 |
|
|
2024
Q1 | $327K | Buy |
2,200
+2
| +0.1% | +$297 | 0.06% | 106 |
|
|
2023
Q4 | $346K | Buy |
2,198
+147
| +7% | +$23.1K | 0.07% | 101 |
|
|
2023
Q3 | $320K | Sell |
2,051
-13
| -0.6% | -$2.03K | 0.07% | 104 |
|
|
2023
Q2 | $370K | Buy |
2,064
+645
| +45% | +$116K | 0.08% | 99 |
|
|
2023
Q1 | $275K | Hold |
1,419
| – | – | 0.06% | 110 |
|
|
2022
Q4 | $247K | Buy |
+1,419
| New | +$247K | 0.06% | 114 |
|
|
2019
Q2 | – | Sell |
-4,543
| Closed | -$508K | – | 312 |
|
|
2019
Q1 | $508K | Sell |
4,543
-24
| -0.5% | -$2.68K | 0.16% | 93 |
|
|
2018
Q4 | $445K | Buy |
4,567
+131
| +3% | +$12.8K | 0.18% | 93 |
|
|
2018
Q3 | $518K | Buy |
4,436
+160
| +4% | +$18.7K | 0.18% | 90 |
|
|
2018
Q2 | $454K | Buy |
4,276
+151
| +4% | +$16K | 0.17% | 93 |
|
|
2018
Q1 | $432K | Buy |
4,125
+1,925
| +88% | +$202K | 0.17% | 97 |
|
|
2017
Q4 | $262K | Hold |
2,200
| – | – | 0.1% | 114 |
|
|
2017
Q3 | $266K | Sell |
2,200
-115
| -5% | -$13.9K | 0.1% | 116 |
|
|
2017
Q2 | $256K | Buy |
+2,315
| New | +$256K | 0.1% | 127 |
|