Lumina Fund Management’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$468K Hold
2023
Q2
$538K Hold
2023
Q1
$582K Hold
2022
Q4
$522K Hold
2022
Q3
$485K Hold
2022
Q2
$548K Hold
2022
Q1
$643K Hold
2021
Q4
$643K Hold
2021
Q3
$546K Buy
2018
Q3
Sell
2018
Q2
$5.26M Buy
2018
Q1
$3.77M Buy
2017
Q3
Sell
2017
Q2
$3.25M Sell
2017
Q1
$3.54M Buy