FAM
Foothills Asset Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.43M | Sell |
15,284
-1,310
| -8% | -$122K | 1.24% | 33 |
|
|
2019
Q4 | $1.94M | Buy |
16,594
+105
| +0.6% | +$12.3K | 1.39% | 35 |
|
|
2019
Q3 | $1.98M | Sell |
16,489
-28
| -0.2% | -$3.36K | 1.5% | 33 |
|
|
2019
Q2 | $1.71M | Sell |
16,517
-352
| -2% | -$36.4K | 1.32% | 37 |
|
|
2019
Q1 | $1.89M | Sell |
16,869
-292
| -2% | -$32.6K | 1.46% | 35 |
|
|
2018
Q4 | $1.67M | Sell |
17,161
-680
| -4% | -$66.3K | 1.43% | 35 |
|
|
2018
Q3 | $2.08M | Sell |
17,841
-505
| -3% | -$59K | 1.6% | 31 |
|
|
2018
Q2 | $1.95M | Hold |
18,346
| – | – | 1.49% | 33 |
|
|
2018
Q1 | $1.92M | Sell |
18,346
-635
| -3% | -$66.5K | 1.5% | 31 |
|
|
2017
Q4 | $2.26M | Sell |
18,981
-1,090
| -5% | -$130K | 1.72% | 29 |
|
|
2017
Q3 | $2.41M | Sell |
20,071
-157
| -0.8% | -$18.9K | 1.81% | 27 |
|
|
2017
Q2 | $2.24M | Hold |
20,228
| – | – | 1.74% | 29 |
|
|
2017
Q1 | $2.17M | Sell |
20,228
-1,347
| -6% | -$145K | 1.7% | 34 |
|
|
2016
Q4 | $2.47M | Sell |
21,575
-115
| -0.5% | -$13.2K | 1.9% | 23 |
|
|
2016
Q3 | $2.37M | Buy |
21,690
+160
| +0.7% | +$17.5K | 1.79% | 22 |
|
|
2016
Q2 | $2.32M | Buy |
21,530
+180
| +0.8% | +$19.4K | 1.83% | 26 |
|
|
2016
Q1 | $2.25M | Buy |
+21,350
| New | +$2.25M | 1.9% | 29 |
|