FCB
First Command Bank’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $145K | Buy |
810
+160
| +25% | +$28.7K | 0.01% | 159 |
|
|
2023
Q1 | $126K | Buy |
650
+59
| +10% | +$11.4K | 0.01% | 160 |
|
|
2022
Q4 | $103K | Sell |
591
-92
| -13% | -$16K | 0.01% | 176 |
|
|
2022
Q3 | $110K | Buy |
683
+74
| +12% | +$11.9K | 0.02% | 168 |
|
|
2022
Q2 | $111K | Hold |
609
| – | – | 0.02% | 169 |
|
|
2022
Q1 | $131K | Sell |
609
-217
| -26% | -$46.7K | 0.02% | 158 |
|
|
2021
Q4 | $150K | Hold |
826
| – | – | 0.03% | 162 |
|
|
2021
Q3 | $150K | Buy |
826
+10
| +1% | +$1.82K | 0.03% | 162 |
|
|
2021
Q2 | $169K | Sell |
816
-433
| -35% | -$89.7K | 0.02% | 154 |
|
|
2021
Q1 | $212K | Buy |
1,249
+700
| +128% | +$119K | 0.05% | 123 |
|
|
2020
Q4 | $92K | Buy |
549
+166
| +43% | +$27.8K | 0.02% | 175 |
|
|
2020
Q3 | $64K | Hold |
383
| – | – | 0.02% | 172 |
|
|
2020
Q2 | $43K | Hold |
383
| – | – | 0.01% | 200 |
|
|
2020
Q1 | $36K | Hold |
383
| – | – | 0.02% | 205 |
|
|
2019
Q4 | $45K | Hold |
383
| – | – | 0.02% | 213 |
|
|
2019
Q3 | $46K | Sell |
383
-1,793
| -82% | -$215K | 0.02% | 209 |
|
|
2019
Q2 | $225K | Hold |
2,176
| – | – | 0.11% | 112 |
|
|
2019
Q1 | $243K | Sell |
2,176
-1,266
| -37% | -$141K | 0.12% | 103 |
|
|
2018
Q4 | $335K | Buy |
3,442
+1,266
| +58% | +$123K | 0.17% | 73 |
|
|
2018
Q3 | $254K | Sell |
2,176
-250
| -10% | -$29.2K | 0.07% | 103 |
|
|
2018
Q2 | $258K | Sell |
2,426
-29
| -1% | -$3.08K | 0.08% | 104 |
|
|
2018
Q1 | $257K | Hold |
2,455
| – | – | 0.14% | 92 |
|
|
2017
Q4 | $293K | Hold |
2,455
| – | – | 0.16% | 82 |
|
|
2017
Q3 | $295K | Sell |
2,455
-10
| -0.4% | -$1.2K | 0.18% | 77 |
|
|
2017
Q2 | $272K | Buy |
2,465
+214
| +10% | +$23.6K | 0.18% | 80 |
|
|
2017
Q1 | $241K | Hold |
2,251
| – | – | 0.17% | 85 |
|
|
2016
Q4 | $258K | Buy |
+2,251
| New | +$258K | 0.21% | 82 |
|