Laurel Wealth Advisors (California)’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
Q4 | $6.23M | Sell |
35,813
-610
| -2% | -$106K | 0.61% | 39 |
|
|
2022
Q3 | $5.88M | Sell |
36,423
-83
| -0.2% | -$13.4K | 0.63% | 33 |
|
|
2022
Q2 | $6.66M | Buy |
36,506
+1,213
| +3% | +$221K | 0.68% | 27 |
|
|
2022
Q1 | $7.57M | Sell |
35,293
-769
| -2% | -$165K | 0.63% | 29 |
|
|
2021
Q4 | $7.73M | Buy |
36,062
+999
| +3% | +$214K | 0.6% | 30 |
|
|
2021
Q3 | $6.39M | Buy |
35,063
+371
| +1% | +$67.6K | 1.17% | 14 |
|
|
2021
Q2 | $7.22M | Sell |
34,692
-852
| -2% | -$177K | 0.93% | 18 |
|
|
2021
Q1 | $6.04M | Sell |
35,544
-770
| -2% | -$131K | 0.91% | 21 |
|
|
2020
Q4 | $6.12M | Sell |
36,314
-209
| -0.6% | -$35.2K | 0.9% | 23 |
|
|
2020
Q3 | $6.09M | Sell |
36,523
-3,148
| -8% | -$525K | 1.01% | 20 |
|
|
2020
Q2 | $4.41M | Buy |
39,671
+3,945
| +11% | +$439K | 0.81% | 29 |
|
|
2020
Q1 | $3.34M | Buy |
35,726
+13,515
| +61% | +$1.26M | 0.77% | 25 |
|
|
2019
Q4 | $2.6M | Sell |
22,211
-1,536
| -6% | -$180K | 0.44% | 55 |
|
|
2019
Q3 | $2.85M | Buy |
23,747
+1,224
| +5% | +$147K | 0.49% | 51 |
|
|
2019
Q2 | $2.33M | Sell |
22,523
-4,256
| -16% | -$440K | 0.51% | 47 |
|
|
2019
Q1 | $2.99M | Buy |
26,779
+1,953
| +8% | +$218K | 0.74% | 28 |
|
|
2018
Q4 | $2.42M | Buy |
24,826
+4,769
| +24% | +$465K | 0.71% | 31 |
|
|
2018
Q3 | $2.34M | Sell |
20,057
-224
| -1% | -$26.1K | 0.57% | 41 |
|
|
2018
Q2 | $2.15M | Sell |
20,281
-54
| -0.3% | -$5.74K | 0.57% | 43 |
|
|
2018
Q1 | $2.13M | Sell |
20,335
-1,498
| -7% | -$157K | 0.66% | 37 |
|
|
2017
Q4 | $2.6M | Buy |
21,833
+2,578
| +13% | +$307K | 0.75% | 28 |
|
|
2017
Q3 | $2.31M | Sell |
19,255
-14
| -0.1% | -$1.68K | 0.78% | 25 |
|
|
2017
Q2 | $2.13M | Buy |
19,269
+3,389
| +21% | +$375K | 0.76% | 27 |
|
|
2017
Q1 | $1.7M | Buy |
15,880
+12,761
| +409% | +$1.37M | 0.66% | 38 |
|
|
2016
Q4 | $357K | Sell |
3,119
-197
| -6% | -$22.5K | 0.16% | 157 |
|
|
2016
Q3 | $363K | Buy |
3,316
+276
| +9% | +$30.2K | 0.17% | 148 |
|
|
2016
Q2 | $327K | Buy |
3,040
+91
| +3% | +$9.79K | 0.16% | 159 |
|
|
2016
Q1 | $311K | Sell |
2,949
-11,140
| -79% | -$1.17M | 0.16% | 162 |
|
|
2015
Q4 | $1.36M | Buy |
+14,089
| New | +$1.36M | 0.7% | 36 |
|