FC
Financial Consulate’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,549
| Closed | -$1.27M | – | 39 |
|
|
2024
Q1 | $1.27M | Buy |
+8,549
| New | +$1.27M | 0.38% | 19 |
|
|
2023
Q2 | – | Sell |
-8,946
| Closed | -$1.74M | – | 111 |
|
|
2023
Q1 | $1.74M | Buy |
8,946
+57
| +0.6% | +$11.1K | 0.61% | 22 |
|
|
2022
Q4 | $1.55M | Sell |
8,889
-10
| -0.1% | -$1.74K | 0.54% | 31 |
|
|
2022
Q3 | $1.44M | Sell |
8,899
-68
| -0.8% | -$11K | 0.61% | 26 |
|
|
2022
Q2 | $1.64M | Sell |
8,967
-164
| -2% | -$29.9K | 0.77% | 23 |
|
|
2022
Q1 | $1.96M | Sell |
9,131
-45
| -0.5% | -$9.65K | 0.75% | 23 |
|
|
2021
Q4 | $1.97M | Sell |
9,176
-45
| -0.5% | -$9.65K | 0.68% | 25 |
|
|
2021
Q3 | $1.68M | Sell |
9,221
-49
| -0.5% | -$8.92K | 0.61% | 29 |
|
|
2021
Q2 | $1.93M | Sell |
9,270
-216
| -2% | -$44.9K | 0.69% | 27 |
|
|
2021
Q1 | $1.61M | Hold |
9,486
| – | – | 0.65% | 27 |
|
|
2020
Q4 | $1.6M | Sell |
9,486
-877
| -8% | -$148K | 0.69% | 26 |
|
|
2020
Q3 | $1.73M | Sell |
10,363
-173
| -2% | -$28.8K | 0.82% | 23 |
|
|
2020
Q2 | $1.17M | Sell |
10,536
-30
| -0.3% | -$3.33K | 0.59% | 30 |
|
|
2020
Q1 | $987K | Sell |
10,566
-19
| -0.2% | -$1.78K | 0.59% | 32 |
|
|
2019
Q4 | $1.24M | Buy |
10,585
+11
| +0.1% | +$1.29K | 0.55% | 31 |
|
|
2019
Q3 | $1.27M | Sell |
10,574
-173
| -2% | -$20.7K | 0.55% | 32 |
|
|
2019
Q2 | $1.11M | Sell |
10,747
-991
| -8% | -$102K | 0.5% | 35 |
|
|
2019
Q1 | $1.31M | Sell |
11,738
-215
| -2% | -$24K | 0.6% | 34 |
|
|
2018
Q4 | $1.17M | Sell |
11,953
-305
| -2% | -$29.8K | 0.7% | 38 |
|
|
2018
Q3 | $1.43M | Buy |
12,258
+10,024
| +449% | +$1.17M | 0.81% | 33 |
|
|
2018
Q2 | $237K | Buy |
+2,234
| New | +$237K | 0.12% | 102 |
|