Frontier Wealth Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.13M | Sell |
11,678
-1,050
| -8% | -$192K | 0.15% | 120 |
|
|
2022
Q1 | $2.39M | Buy |
12,728
+104
| +0.8% | +$22.1K | 0.03% | 101 |
|
|
2021
Q4 | $2.71M | Sell |
12,624
-12,500
| -50% | -$2.54M | 0.18% | 99 |
|
|
2021
Q3 | $4.58M | Buy |
25,124
+704
| +3% | +$139K | 0.32% | 64 |
|
|
2021
Q2 | $5.08M | Buy |
24,420
+17,499
| +253% | +$3.5M | 0.36% | 55 |
|
|
2021
Q1 | $1.18M | Buy |
6,921
+832
| +14% | +$135K | 0.09% | 150 |
|
|
2020
Q4 | $1.02M | Buy |
6,089
+260
| +4% | +$43.9K | 0.08% | 154 |
|
|
2020
Q3 | $971K | Hold |
5,829
| – | – | 0.09% | 155 |
|
|
2020
Q2 | $648K | Sell |
5,829
-1,191
| -17% | -$119K | 0.06% | 184 |
|
|
2020
Q1 | $656K | Buy |
7,020
+1,679
| +31% | +$174K | 0.11% | 156 |
|
|
2019
Q4 | $625K | Buy |
5,341
+591
| +12% | +$70K | 0.1% | 153 |
|
|
2019
Q3 | $569K | Buy |
4,750
+170
| +4% | +$19.4K | 0.08% | 179 |
|
|
2019
Q2 | $473K | Hold |
4,580
| – | – | 0.07% | 197 |
|
|
2019
Q1 | $512K | Sell |
4,580
-10
| -0.2% | -$1.06K | 0.07% | 214 |
|
|
2018
Q4 | $448K | Buy |
4,590
+145
| +3% | +$15.7K | 0.07% | 218 |
|
|
2018
Q3 | $519K | Sell |
4,445
-198
| -4% | -$23.3K | 0.05% | 225 |
|
|
2018
Q2 | $493K | Sell |
4,643
-302
| -6% | -$33.9K | 0.07% | 217 |
|
|
2018
Q1 | $518K | Buy |
4,945
+386
| +8% | +$44.6K | 0.07% | 226 |
|
|
2017
Q4 | $543K | Sell |
4,559
-325
| -7% | -$38.2K | 0.09% | 200 |
|
|
2017
Q3 | $587K | Sell |
4,884
-100
| -2% | -$11.4K | 0.08% | 204 |
|
|
2017
Q2 | $551K | Buy |
4,984
+300
| +6% | +$32.1K | 0.08% | 205 |
|
|
2017
Q1 | $503K | Sell |
4,684
-800
| -15% | -$87.4K | 0.08% | 224 |
|
|
2016
Q4 | $629K | Sell |
5,484
-1,438
| -21% | -$162K | 0.1% | 192 |
|
|
2016
Q3 | $757K | Buy |
6,922
+245
| +4% | +$26.8K | 0.11% | 164 |
|
|
2016
Q2 | $719K | Sell |
6,677
-64
| -0.9% | -$6.66K | 0.12% | 163 |
|
|
2016
Q1 | $711K | Sell |
6,741
-50
| -0.7% | -$4.86K | 0.06% | 168 |
|
|
2015
Q4 | $654K | Sell |
6,791
-72
| -1% | -$7.36K | 0.11% | 169 |
|
|
2015
Q3 | $677K | Sell |
6,863
-1,079
| -14% | -$107K | 0.11% | 169 |
|
|
2015
Q2 | $770K | Sell |
7,942
-397
| -5% | -$39.4K | 0.12% | 151 |
|
|
2015
Q1 | $808K | Sell |
8,339
-946
| -10% | -$97.1K | 0.13% | 126 |
|
|
2014
Q4 | $1.03M | Buy |
+9,285
| New | +$980K | 0.19% | 85 |
|
Other funds holding UPS
