Kings Point Capital 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
2022 Q1	$368K	Sell	1,714 -225	-12%	-$48.3K	0.03%	146
2021 Q4	$416K	Buy	1,939 +138	+8%	+$29.6K	0.03%	156
2021 Q3	$328K	Hold	1,801	–	–	0.03%	158
2021 Q2	$375K	Hold	1,801	–	–	0.03%	151
2021 Q1	$306K	Sell	1,801 -350	-16%	-$59.5K	0.03%	153
2020 Q4	$362K	Buy	2,151 +66	+3%	+$11.1K	0.04%	139
2020 Q3	$347K	Buy	2,085 +735	+54%	+$122K	0.04%	139
2020 Q2	$150K	Hold	1,350	–	–	0.02%	181
2020 Q1	$126K	Sell	1,350 -200	-13%	-$18.7K	0.02%	189
2019 Q4	$181K	Hold	1,550	–	–	0.03%	180
2019 Q3	$186K	Hold	1,550	–	–	0.03%	166
2019 Q2	$160K	Hold	1,550	–	–	0.03%	152
2019 Q1	$173K	Buy	1,550 +1,200	+343%	+$134K	0.03%	139
2018 Q4	$34K	Hold	350	–	–	0.01%	260
2018 Q3	$41K	Hold	350	–	–	0.01%	263
2018 Q2	$37K	Hold	350	–	–	0.01%	264
2018 Q1	$37K	Hold	350	–	–	0.01%	269
2017 Q4	$42K	Hold	350	–	–	0.01%	246
2017 Q3	$42K	Hold	350	–	–	0.01%	236
2017 Q2	$39K	Hold	350	–	–	0.01%	233
2017 Q1	$38K	Hold	350	–	–	0.01%	241
2016 Q4	$40K	Hold	350	–	–	0.01%	212
2016 Q3	$38K	Hold	350	–	–	0.01%	209
2016 Q2	$38K	Hold	350	–	–	0.01%	210
2016 Q1	$37K	Hold	350	–	–	0.01%	205
2015 Q4	$34K	Hold	350	–	–	0.01%	249
2015 Q3	$35K	Hold	350	–	–	0.01%	256
2015 Q2	$34K	Hold	350	–	–	0.01%	252
2015 Q1	$34K	Hold	350	–	–	0.01%	256
2014 Q4	$39K	Hold	350	–	–	0.01%	230
2014 Q3	$34K	Hold	350	–	–	0.01%	217
2014 Q2	$36K	Hold	350	–	–	0.01%	209
2014 Q1	$34K	Buy	+350	New	+$34K	0.01%	202