Doyle Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $13.5M | Sell |
83,568
-588
| -0.7% | -$95K | 1.16% | 34 |
|
|
2022
Q2 | $15.4M | Buy |
84,156
+846
| +1% | +$154K | 1.24% | 30 |
|
|
2022
Q1 | $17.9M | Buy |
83,310
+91
| +0.1% | +$19.5K | 1.29% | 28 |
|
|
2021
Q4 | $17.8M | Buy |
83,219
+816
| +1% | +$175K | 1.28% | 30 |
|
|
2021
Q3 | $15M | Buy |
82,403
+2,005
| +2% | +$365K | 1.19% | 34 |
|
|
2021
Q2 | $16.7M | Buy |
80,398
+1,079
| +1% | +$224K | 1.39% | 26 |
|
|
2021
Q1 | $13.5M | Buy |
79,319
+2,966
| +4% | +$504K | 1.29% | 31 |
|
|
2020
Q4 | $12.9M | Buy |
76,353
+2,432
| +3% | +$410K | 1.31% | 29 |
|
|
2020
Q3 | $12.3M | Buy |
73,921
+70,355
| +1,973% | +$11.7M | 1.43% | 28 |
|
|
2020
Q2 | $396K | Sell |
3,566
-271
| -7% | -$30.1K | 0.05% | 126 |
|
|
2020
Q1 | $358K | Sell |
3,837
-306
| -7% | -$28.6K | 0.06% | 124 |
|
|
2019
Q4 | $485K | Buy |
4,143
+230
| +6% | +$26.9K | 0.06% | 124 |
|
|
2019
Q3 | $469K | Sell |
3,913
-1,648
| -30% | -$198K | 0.06% | 121 |
|
|
2019
Q2 | $574K | Buy |
5,561
+17
| +0.3% | +$1.76K | 0.08% | 104 |
|
|
2019
Q1 | $558K | Buy |
5,544
+100
| +2% | +$10.1K | 0.08% | 104 |
|
|
2018
Q4 | $531K | Hold |
5,444
| – | – | 0.09% | 97 |
|
|
2018
Q3 | $636K | Buy |
5,444
+100
| +2% | +$11.7K | 0.1% | 92 |
|
|
2018
Q2 | $568K | Hold |
5,344
| – | – | 0.09% | 98 |
|
|
2018
Q1 | $559K | Sell |
5,344
-250
| -4% | -$26.2K | 0.09% | 91 |
|
|
2017
Q4 | $667K | Sell |
5,594
-43
| -0.8% | -$5.13K | 0.11% | 84 |
|
|
2017
Q3 | $677K | Buy |
5,637
+102
| +2% | +$12.3K | 0.12% | 74 |
|
|
2017
Q2 | $612K | Sell |
5,535
-34
| -0.6% | -$3.76K | 0.11% | 78 |
|
|
2017
Q1 | $598K | Buy |
+5,569
| New | +$598K | 0.12% | 75 |
|