Institutional & Family Asset Management’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
Q2 | $43.9K | Sell |
321
-599
| -65% | -$81.9K | 0.01% | 254 |
|
|
2024
Q1 | $137K | Buy |
920
+141
| +18% | +$20.9K | 0.02% | 162 |
|
|
2023
Q4 | $122K | Buy |
779
+44
| +6% | +$6.92K | 0.02% | 168 |
|
|
2023
Q3 | $115K | Sell |
735
-228
| -24% | -$35.5K | 0.02% | 165 |
|
|
2023
Q2 | $173K | Sell |
963
-79
| -8% | -$14.2K | 0.03% | 151 |
|
|
2023
Q1 | $202K | Buy |
1,042
+101
| +11% | +$19.6K | 0.03% | 143 |
|
|
2022
Q4 | $164K | Sell |
941
-45
| -5% | -$7.82K | 0.03% | 145 |
|
|
2022
Q3 | $159K | Sell |
986
-9
| -0.9% | -$1.45K | 0.03% | 146 |
|
|
2022
Q2 | $182K | Buy |
995
+459
| +86% | +$84K | 0.03% | 139 |
|
|
2022
Q1 | $115K | Sell |
536
-4
| -0.7% | -$858 | 0.02% | 180 |
|
|
2021
Q4 | $116K | Sell |
540
-84
| -13% | -$18K | 0.02% | 191 |
|
|
2021
Q3 | $114K | Sell |
624
-19
| -3% | -$3.47K | 0.02% | 224 |
|
|
2021
Q2 | $134K | Sell |
643
-175
| -21% | -$36.5K | 0.02% | 205 |
|
|
2021
Q1 | $139K | Sell |
818
-640
| -44% | -$109K | 0.03% | 228 |
|
|
2020
Q4 | $245K | Sell |
1,458
-94
| -6% | -$15.8K | 0.05% | 163 |
|
|
2020
Q3 | $259K | Sell |
1,552
-630
| -29% | -$105K | 0.06% | 142 |
|
|
2020
Q2 | $243K | Buy |
2,182
+32
| +1% | +$3.56K | 0.05% | 154 |
|
|
2020
Q1 | $201K | Buy |
2,150
+338
| +19% | +$31.6K | 0.05% | 145 |
|
|
2019
Q4 | $212K | Buy |
1,812
+121
| +7% | +$14.2K | 0.04% | 159 |
|
|
2019
Q3 | $203K | Buy |
1,691
+76
| +5% | +$9.12K | 0.04% | 157 |
|
|
2019
Q2 | $167K | Sell |
1,615
-11
| -0.7% | -$1.14K | 0.04% | 175 |
|
|
2019
Q1 | $182K | Buy |
1,626
+207
| +15% | +$23.2K | 0.04% | 182 |
|
|
2018
Q4 | $138K | Buy |
1,419
+38
| +3% | +$3.7K | 0.03% | 193 |
|
|
2018
Q3 | $161K | Sell |
1,381
-640
| -32% | -$74.6K | 0.03% | 208 |
|
|
2018
Q2 | $215K | Sell |
2,021
-36
| -2% | -$3.83K | 0.04% | 176 |
|
|
2018
Q1 | $215K | Buy |
+2,057
| New | +$215K | 0.05% | 163 |
|
|
2017
Q4 | – | Sell |
-6,431
| Closed | -$772K | – | 182 |
|
|
2017
Q3 | $772K | Buy |
6,431
+1,083
| +20% | +$130K | 0.16% | 95 |
|
|
2017
Q2 | $591K | Buy |
5,348
+10
| +0.2% | +$1.11K | 0.14% | 83 |
|
|
2017
Q1 | $573K | Sell |
5,338
-190
| -3% | -$20.4K | 0.18% | 84 |
|
|
2016
Q4 | $634K | Buy |
5,528
+192
| +4% | +$22K | 0.2% | 83 |
|
|
2016
Q3 | $584K | Hold |
5,336
| – | – | 0.19% | 86 |
|
|
2016
Q2 | $575K | Buy |
5,336
+1,267
| +31% | +$137K | 0.2% | 86 |
|
|
2016
Q1 | $392K | Hold |
4,069
| – | – | 0.15% | 101 |
|
|
2015
Q4 | $392K | Buy |
+4,069
| New | +$392K | 0.15% | 100 |
|