Independent Portfolio Consultants’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $861K | Sell |
7,783
-591
| -7% | -$65.4K | 0.36% | 74 |
|
|
2017
Q1 | $899K | Sell |
8,374
-35
| -0.4% | -$3.76K | 0.31% | 100 |
|
|
2016
Q4 | $964K | Sell |
8,409
-122
| -1% | -$14K | 0.32% | 97 |
|
|
2016
Q3 | $933K | Sell |
8,531
-235
| -3% | -$25.7K | 0.29% | 104 |
|
|
2016
Q2 | $944K | Buy |
8,766
+550
| +7% | +$59.2K | 0.3% | 98 |
|
|
2016
Q1 | $867K | Buy |
8,216
+9
| +0.1% | +$950 | 0.24% | 127 |
|
|
2015
Q4 | $790K | Sell |
8,207
-4,645
| -36% | -$447K | 0.23% | 128 |
|
|
2015
Q3 | $1.27M | Buy |
12,852
+230
| +2% | +$22.7K | 0.28% | 112 |
|
|
2015
Q2 | $1.22M | Buy |
12,622
+1,815
| +17% | +$176K | 0.24% | 145 |
|
|
2015
Q1 | $1.05M | Sell |
10,807
-203
| -2% | -$19.7K | 0.21% | 150 |
|
|
2014
Q4 | $1.22M | Buy |
11,010
+5,415
| +97% | +$602K | 0.25% | 139 |
|
|
2014
Q3 | $550K | Buy |
5,595
+1,725
| +45% | +$170K | 0.15% | 202 |
|
|
2014
Q2 | $397K | Hold |
3,870
| – | – | 0.11% | 320 |
|
|
2014
Q1 | $376K | Sell |
3,870
-1,125
| -23% | -$109K | 0.12% | 320 |
|
|
2013
Q4 | $525K | Buy |
4,995
+1,125
| +29% | +$118K | 0.18% | 211 |
|
|
2013
Q3 | $354K | Hold |
3,870
| – | – | 0.14% | 316 |
|
|
2013
Q2 | $335K | Buy |
+3,870
| New | +$335K | 0.15% | 301 |
|