Lee Financial’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-852
| Closed | -$134K | – | 784 |
|
|
2023
Q4 | $134K | Buy |
852
+7
| +0.8% | +$1.1K | 0.02% | 159 |
|
|
2023
Q3 | $132K | Buy |
845
+5
| +0.6% | +$779 | 0.02% | 146 |
|
|
2023
Q2 | $151K | Sell |
840
-26
| -3% | -$4.66K | 0.03% | 141 |
|
|
2023
Q1 | $168K | Buy |
866
+35
| +4% | +$6.79K | 0.03% | 139 |
|
|
2022
Q4 | $144K | Buy |
831
+4
| +0.5% | +$695 | 0.02% | 167 |
|
|
2022
Q3 | $134K | Buy |
827
+4
| +0.5% | +$648 | 0.03% | 169 |
|
|
2022
Q2 | $150K | Sell |
823
-89
| -10% | -$16.2K | 0.03% | 162 |
|
|
2022
Q1 | $196K | Buy |
912
+88
| +11% | +$18.9K | 0.04% | 148 |
|
|
2021
Q4 | $177K | Buy |
824
+17
| +2% | +$3.65K | 0.03% | 151 |
|
|
2021
Q3 | $147K | Buy |
807
+3
| +0.4% | +$546 | 0.03% | 159 |
|
|
2021
Q2 | $167K | Buy |
804
+1
| +0.1% | +$208 | 0.04% | 148 |
|
|
2021
Q1 | $136K | Sell |
803
-8
| -1% | -$1.36K | 0.03% | 156 |
|
|
2020
Q4 | $137K | Buy |
811
+411
| +103% | +$69.4K | 0.04% | 134 |
|
|
2020
Q3 | $67K | Hold |
400
| – | – | 0.02% | 192 |
|
|
2020
Q2 | $44K | Buy |
+400
| New | +$44K | 0.01% | 218 |
|
|
2018
Q3 | – | Sell |
-149
| Closed | -$16K | – | 715 |
|
|
2018
Q2 | $16K | Hold |
149
| – | – | ﹤0.01% | 393 |
|
|
2018
Q1 | $16K | Sell |
149
-89
| -37% | -$9.56K | ﹤0.01% | 394 |
|
|
2017
Q4 | $28K | Sell |
238
-8,733
| -97% | -$1.03M | 0.01% | 227 |
|
|
2017
Q3 | $1.08M | Sell |
8,971
-223
| -2% | -$26.8K | 0.35% | 58 |
|
|
2017
Q2 | $1.02M | Buy |
9,194
+204
| +2% | +$22.6K | 0.37% | 62 |
|
|
2017
Q1 | $965K | Sell |
8,990
-65
| -0.7% | -$6.98K | 0.38% | 62 |
|
|
2016
Q4 | $1.04M | Buy |
+9,055
| New | +$1.04M | 0.58% | 45 |
|