Kingfisher Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.31M | Sell |
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|
2024
Q2 | $3.7M | Sell |
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|
2024
Q1 | $4.07M | Buy |
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|
2023
Q4 | $4.27M | Buy |
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|
2023
Q3 | $599K | Buy |
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|
2023
Q2 | $688K | Buy |
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|
2023
Q1 | $734K | Buy |
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|
2022
Q4 | $657K | Buy |
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|
2022
Q3 | $610K | Buy |
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|
2022
Q2 | $690K | Buy |
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|
2022
Q1 | $810K | Buy |
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|
2021
Q4 | $809K | Sell |
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|
2021
Q3 | $692K | Buy |
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|
2021
Q2 | $769K | Sell |
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|
2021
Q1 | $645K | Sell |
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|
2020
Q4 | $2.79M | Buy |
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|
2020
Q3 | $2.63M | Buy |
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|
2020
Q2 | $1.65M | Buy |
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|
2020
Q1 | $1.32M | Buy |
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|
2019
Q4 | $420K | Sell |
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|
2019
Q3 | $433K | Buy |
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|
2019
Q2 | $370K | Sell |
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|
2019
Q1 | $402K | Sell |
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|
2018
Q4 | $356K | Buy |
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|
2018
Q3 | $422K | Sell |
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|
2018
Q2 | $406K | Buy |
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|
2018
Q1 | $373K | Buy |
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|
2017
Q4 | $421K | Buy |
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|
2017
Q3 | $421K | Buy |
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|
2017
Q2 | $385K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1.67M | Buy |
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|
2015
Q4 | $1.51M | Buy |
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|
2015
Q3 | $1.45M | Sell |
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|
2015
Q2 | $1.96M | Sell |
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|
2015
Q1 | $1.99M | Buy |
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