Coyle Financial Counsel’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
Q1 | – | Sell |
-1,551
| Closed | -$244K | – | 79 |
|
|
2023
Q4 | $244K | Buy |
1,551
+6
| +0.4% | +$943 | 0.09% | 60 |
|
|
2023
Q3 | $241K | Buy |
1,545
+5
| +0.3% | +$779 | 0.1% | 57 |
|
|
2023
Q2 | $276K | Buy |
1,540
+5
| +0.3% | +$896 | 0.12% | 54 |
|
|
2023
Q1 | $298K | Buy |
1,535
+5
| +0.3% | +$970 | 0.14% | 52 |
|
|
2022
Q4 | $266K | Buy |
1,530
+4
| +0.3% | +$695 | 0.13% | 52 |
|
|
2022
Q3 | $246K | Buy |
1,526
+4
| +0.3% | +$645 | 0.16% | 51 |
|
|
2022
Q2 | $278K | Buy |
1,522
+4
| +0.3% | +$731 | 0.15% | 54 |
|
|
2022
Q1 | $325K | Sell |
1,518
-296
| -16% | -$63.4K | 0.17% | 59 |
|
|
2021
Q4 | $389K | Buy |
1,814
+3
| +0.2% | +$643 | 0.23% | 53 |
|
|
2021
Q3 | $330K | Buy |
1,811
+511
| +39% | +$93.1K | 0.19% | 55 |
|
|
2021
Q2 | $270K | Sell |
1,300
-353
| -21% | -$73.3K | 0.16% | 51 |
|
|
2021
Q1 | $281K | Buy |
1,653
+50
| +3% | +$8.5K | 0.19% | 52 |
|
|
2020
Q4 | $270K | Buy |
1,603
+35
| +2% | +$5.9K | 0.2% | 48 |
|
|
2020
Q3 | $261K | Buy |
+1,568
| New | +$261K | 0.22% | 49 |
|
|
2018
Q3 | – | Sell |
-283
| Closed | -$30K | – | 285 |
|
|
2018
Q2 | $30K | Buy |
283
+13
| +5% | +$1.38K | 0.03% | 71 |
|
|
2018
Q1 | $28K | Buy |
+270
| New | +$28K | 0.03% | 61 |
|