Guardian Capital Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $410K | Hold |
3,080
| – | – | 0.04% | 138 |
|
|
2024
Q2 | $418K | Sell |
3,080
-2,785
| -47% | -$378K | 0.04% | 137 |
|
|
2024
Q1 | $834K | Sell |
5,865
-990
| -14% | -$141K | 0.09% | 111 |
|
|
2023
Q4 | $1.1M | Sell |
6,855
-50
| -0.7% | -$8K | 0.11% | 104 |
|
|
2023
Q3 | $1.07M | Hold |
6,905
| – | – | 0.12% | 105 |
|
|
2023
Q2 | $1.29M | Hold |
6,905
| – | – | 0.15% | 88 |
|
|
2023
Q1 | $1.31M | Sell |
6,905
-65
| -0.9% | -$12.3K | 0.15% | 88 |
|
|
2022
Q4 | $1.28M | Sell |
6,970
-25
| -0.4% | -$4.57K | 0.14% | 94 |
|
|
2022
Q3 | $1.12M | Sell |
6,995
-225
| -3% | -$35.9K | 0.14% | 93 |
|
|
2022
Q2 | $1.29M | Sell |
7,220
-255
| -3% | -$45.5K | 0.15% | 87 |
|
|
2022
Q1 | $1.4M | Buy |
7,475
+189
| +3% | +$35.5K | 0.14% | 95 |
|
|
2021
Q4 | $1.54M | Sell |
7,286
-154
| -2% | -$32.5K | 0.15% | 90 |
|
|
2021
Q3 | $1.33M | Sell |
7,440
-95
| -1% | -$16.9K | 0.14% | 89 |
|
|
2021
Q2 | $1.59M | Sell |
7,535
-420
| -5% | -$88.8K | 0.16% | 86 |
|
|
2021
Q1 | $1.4M | Buy |
7,955
+75
| +1% | +$13.2K | 0.16% | 85 |
|
|
2020
Q4 | $1.27M | Sell |
7,880
-225
| -3% | -$36.3K | 0.17% | 83 |
|
|
2020
Q3 | $1.41M | Sell |
8,105
-185
| -2% | -$32.3K | 0.22% | 80 |
|
|
2020
Q2 | $692K | Sell |
8,290
-40
| -0.5% | -$3.34K | 0.13% | 87 |
|
|
2020
Q1 | $529K | Sell |
8,330
-1,050
| -11% | -$66.7K | 0.13% | 86 |
|
|
2019
Q4 | $1.1M | Buy |
9,380
+365
| +4% | +$42.8K | 0.14% | 88 |
|
|
2019
Q3 | $1.04M | Buy |
9,015
+225
| +3% | +$25.9K | 0.14% | 87 |
|
|
2019
Q2 | $907K | Buy |
8,790
+385
| +5% | +$39.7K | 0.12% | 93 |
|
|
2019
Q1 | $959K | Buy |
8,405
+467
| +6% | +$53.3K | 0.13% | 93 |
|
|
2018
Q4 | $787K | Buy |
7,938
+170
| +2% | +$16.9K | 0.11% | 97 |
|
|
2018
Q3 | $916K | Buy |
7,768
+1,035
| +15% | +$122K | 0.13% | 95 |
|
|
2018
Q2 | $745K | Buy |
6,733
+1,175
| +21% | +$130K | 0.1% | 100 |
|
|
2018
Q1 | $596K | Buy |
5,558
+1,104
| +25% | +$118K | 0.08% | 111 |
|
|
2017
Q4 | $593K | Buy |
4,454
+395
| +10% | +$52.6K | 0.08% | 113 |
|
|
2017
Q3 | $486K | Buy |
4,059
+494
| +14% | +$59.1K | 0.07% | 115 |
|
|
2017
Q2 | $396K | Buy |
3,565
+1,285
| +56% | +$143K | 0.06% | 121 |
|
|
2017
Q1 | $243K | Buy |
+2,280
| New | +$243K | 0.03% | 145 |
|