James Investment Research’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16
| Closed | -$3K | – | 522 |
|
|
2023
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 529 |
|
|
2022
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 518 |
|
|
2022
Q3 | $3K | Hold |
16
| – | – | ﹤0.01% | 492 |
|
|
2022
Q2 | $3K | Hold |
16
| – | – | ﹤0.01% | 476 |
|
|
2022
Q1 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 476 |
|
|
2021
Q2 | – | Sell |
-81
| Closed | -$14K | – | 517 |
|
|
2021
Q1 | $14K | Hold |
81
| – | – | ﹤0.01% | 431 |
|
|
2020
Q4 | $14K | Hold |
81
| – | – | ﹤0.01% | 457 |
|
|
2020
Q3 | $13K | Hold |
81
| – | – | ﹤0.01% | 412 |
|
|
2020
Q2 | $9K | Hold |
81
| – | – | ﹤0.01% | 406 |
|
|
2020
Q1 | $8K | Hold |
81
| – | – | ﹤0.01% | 391 |
|
|
2019
Q4 | $9K | Hold |
81
| – | – | ﹤0.01% | 456 |
|
|
2019
Q3 | $10K | Hold |
81
| – | – | ﹤0.01% | 500 |
|
|
2019
Q2 | $8K | Hold |
81
| – | – | ﹤0.01% | 604 |
|
|
2019
Q1 | $9K | Buy |
+81
| New | +$9K | ﹤0.01% | 753 |
|
|
2017
Q1 | – | Sell |
-13
| Closed | -$1K | – | 706 |
|
|
2016
Q4 | $1K | Hold |
13
| – | – | ﹤0.01% | 544 |
|
|
2016
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 554 |
|
|
2016
Q2 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 523 |
|