Lincoln National Corp’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
Q2 | – | Sell |
-16,823
| Closed | -$2.5M | – | 1068 |
|
|
2024
Q1 | $2.5M | Buy |
16,823
+1,887
| +13% | +$280K | 0.04% | 284 |
|
|
2023
Q4 | $2.35M | Sell |
14,936
-253
| -2% | -$39.8K | 0.04% | 262 |
|
|
2023
Q3 | $2.37M | Sell |
15,189
-452
| -3% | -$70.5K | 0.05% | 217 |
|
|
2023
Q2 | $2.8M | Sell |
15,641
-301
| -2% | -$54K | 0.06% | 189 |
|
|
2023
Q1 | $3.09M | Buy |
15,942
+612
| +4% | +$119K | 0.07% | 176 |
|
|
2022
Q4 | $2.66M | Buy |
15,330
+298
| +2% | +$51.8K | 0.06% | 185 |
|
|
2022
Q3 | $2.43M | Buy |
15,032
+65
| +0.4% | +$10.5K | 0.06% | 183 |
|
|
2022
Q2 | $2.73M | Sell |
14,967
-83
| -0.6% | -$15.2K | 0.06% | 161 |
|
|
2022
Q1 | $3.23M | Buy |
15,050
+467
| +3% | +$100K | 0.07% | 151 |
|
|
2021
Q4 | $3.13M | Buy |
14,583
+712
| +5% | +$153K | 0.06% | 154 |
|
|
2021
Q3 | $2.53M | Sell |
13,871
-133
| -0.9% | -$24.2K | 0.06% | 175 |
|
|
2021
Q2 | $2.91M | Sell |
14,004
-1,256
| -8% | -$261K | 0.06% | 163 |
|
|
2021
Q1 | $2.59M | Buy |
15,260
+842
| +6% | +$143K | 0.06% | 169 |
|
|
2020
Q4 | $2.43M | Buy |
14,418
+1,604
| +13% | +$270K | 0.06% | 153 |
|
|
2020
Q3 | $2.14M | Buy |
12,814
+1,220
| +11% | +$203K | 0.06% | 158 |
|
|
2020
Q2 | $1.29M | Buy |
11,594
+796
| +7% | +$88.5K | 0.04% | 201 |
|
|
2020
Q1 | $1.01M | Buy |
10,798
+1,104
| +11% | +$103K | 0.04% | 204 |
|
|
2019
Q4 | $1.14M | Buy |
9,694
+373
| +4% | +$43.7K | 0.04% | 238 |
|
|
2019
Q3 | $1.12M | Buy |
9,321
+347
| +4% | +$41.6K | 0.04% | 206 |
|
|
2019
Q2 | $927K | Sell |
8,974
-28
| -0.3% | -$2.89K | 0.04% | 215 |
|
|
2019
Q1 | $1.01M | Buy |
9,002
+1,175
| +15% | +$131K | 0.04% | 198 |
|
|
2018
Q4 | $763K | Sell |
7,827
-576
| -7% | -$56.2K | 0.04% | 206 |
|
|
2018
Q3 | $981K | Sell |
8,403
-256
| -3% | -$29.9K | 0.03% | 180 |
|
|
2018
Q2 | $920K | Sell |
8,659
-1,320
| -13% | -$140K | 0.03% | 179 |
|
|
2018
Q1 | $1.05M | Sell |
9,979
-6,802
| -41% | -$712K | 0.04% | 155 |
|
|
2017
Q4 | $2M | Buy |
16,781
+8,108
| +93% | +$966K | 0.06% | 148 |
|
|
2017
Q3 | $1.04M | Buy |
8,673
+605
| +7% | +$72.6K | 0.04% | 132 |
|
|
2017
Q2 | $893K | Buy |
8,068
+138
| +2% | +$15.3K | 0.04% | 128 |
|
|
2017
Q1 | $851K | Sell |
7,930
-20,675
| -72% | -$2.22M | 0.04% | 122 |
|
|
2016
Q4 | $3.28M | Buy |
28,605
+614
| +2% | +$70.4K | 0.18% | 50 |
|
|
2016
Q3 | $3.06M | Buy |
27,991
+1,366
| +5% | +$149K | 0.17% | 51 |
|
|
2016
Q2 | $2.87M | Buy |
26,625
+1,265
| +5% | +$136K | 0.17% | 51 |
|
|
2016
Q1 | $2.68M | Sell |
25,360
-4,563
| -15% | -$481K | 0.19% | 48 |
|
|
2015
Q4 | $2.74M | Buy |
29,923
+10,068
| +51% | +$922K | 0.21% | 38 |
|
|
2015
Q3 | $1.97M | Buy |
19,855
+10,360
| +109% | +$1.03M | 0.15% | 47 |
|
|
2015
Q2 | $926K | Buy |
9,495
+622
| +7% | +$60.7K | 0.07% | 91 |
|
|
2015
Q1 | $860K | Buy |
8,873
+605
| +7% | +$58.6K | 0.07% | 85 |
|
|
2014
Q4 | $919K | Buy |
8,268
+805
| +11% | +$89.5K | 0.08% | 73 |
|
|
2014
Q3 | $734K | Sell |
7,463
-4,131
| -36% | -$406K | 0.07% | 84 |
|
|
2014
Q2 | $1.19M | Buy |
11,594
+5,154
| +80% | +$529K | 0.12% | 56 |
|
|
2014
Q1 | $627K | Buy |
6,440
+340
| +6% | +$33.1K | 0.09% | 76 |
|
|
2013
Q4 | $647K | Buy |
+6,100
| New | +$647K | 0.1% | 68 |
|