Landmark Financial Advisors’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
Q4 | $489K | Sell |
3,112
-50
| -2% | -$7.86K | 0.18% | 56 |
|
|
2023
Q3 | $493K | Sell |
3,162
-50
| -2% | -$7.79K | 0.2% | 55 |
|
|
2023
Q2 | $576K | Hold |
3,212
| – | – | 0.24% | 52 |
|
|
2023
Q1 | $623K | Hold |
3,212
| – | – | 0.27% | 48 |
|
|
2022
Q4 | $558K | Sell |
3,212
-100
| -3% | -$17.4K | 0.26% | 52 |
|
|
2022
Q3 | $535K | Hold |
3,312
| – | – | 0.28% | 48 |
|
|
2022
Q2 | $605K | Sell |
3,312
-55
| -2% | -$10K | 0.3% | 47 |
|
|
2022
Q1 | $639K | Buy |
3,367
+25
| +0.7% | +$4.75K | 0.31% | 48 |
|
|
2021
Q4 | $716K | Buy |
3,342
+100
| +3% | +$21.4K | 0.32% | 42 |
|
|
2021
Q3 | $551K | Sell |
3,242
-50
| -2% | -$8.5K | 0.3% | 41 |
|
|
2021
Q2 | $685K | Buy |
3,292
+50
| +2% | +$10.4K | 0.33% | 39 |
|
|
2021
Q1 | $551K | Sell |
3,242
-315
| -9% | -$53.5K | 0.3% | 41 |
|
|
2020
Q4 | $576K | Sell |
3,557
-75
| -2% | -$12.1K | 0.32% | 39 |
|
|
2020
Q3 | $614K | Sell |
3,632
-64
| -2% | -$10.8K | 0.39% | 34 |
|
|
2020
Q2 | $426K | Hold |
3,696
| – | – | 0.28% | 43 |
|
|
2020
Q1 | $375K | Buy |
3,696
+163
| +5% | +$16.5K | 0.26% | 43 |
|
|
2019
Q4 | $413K | Sell |
3,533
-121
| -3% | -$14.1K | 0.24% | 41 |
|
|
2019
Q3 | $437K | Hold |
3,654
| – | – | 0.27% | 37 |
|
|
2019
Q2 | $377K | Buy |
+3,654
| New | +$377K | 0.23% | 38 |
|
|
2017
Q3 | – | Sell |
-4,973
| Closed | -$549K | – | 53 |
|
|
2017
Q2 | $549K | Buy |
+4,973
| New | +$549K | 0.39% | 32 |
|