M&R Capital Management’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
Q3 | $84.3K | Buy |
619
+12
| +2% | +$1.64K | 0.02% | 196 |
|
|
2024
Q2 | $83.1K | Buy |
607
+160
| +36% | +$21.9K | 0.02% | 190 |
|
|
2024
Q1 | $66.4K | Buy |
447
+199
| +80% | +$29.6K | 0.02% | 211 |
|
|
2023
Q4 | $39K | Buy |
248
+47
| +23% | +$7.4K | 0.01% | 264 |
|
|
2023
Q3 | $31.3K | Sell |
201
-49
| -20% | -$7.64K | 0.01% | 272 |
|
|
2023
Q2 | $44.9K | Buy |
250
+3
| +1% | +$539 | 0.01% | 251 |
|
|
2023
Q1 | $48K | Buy |
247
+21
| +9% | +$4.08K | 0.01% | 240 |
|
|
2022
Q4 | $39.3K | Buy |
226
+9
| +4% | +$1.57K | 0.01% | 246 |
|
|
2022
Q3 | $35K | Sell |
217
-50
| -19% | -$8.07K | 0.01% | 243 |
|
|
2022
Q2 | $48K | Hold |
267
| – | – | 0.01% | 229 |
|
|
2022
Q1 | $57K | Hold |
267
| – | – | 0.01% | 228 |
|
|
2021
Q4 | $57K | Hold |
267
| – | – | 0.01% | 226 |
|
|
2021
Q3 | $48K | Hold |
267
| – | – | 0.01% | 231 |
|
|
2021
Q2 | $55K | Hold |
267
| – | – | 0.01% | 232 |
|
|
2021
Q1 | $45K | Sell |
267
-75
| -22% | -$12.6K | 0.01% | 233 |
|
|
2020
Q4 | $57K | Hold |
342
| – | – | 0.01% | 235 |
|
|
2020
Q3 | $56K | Hold |
342
| – | – | 0.01% | 234 |
|
|
2020
Q2 | $38K | Buy |
342
+175
| +105% | +$19.4K | 0.01% | 259 |
|
|
2020
Q1 | $15K | Hold |
167
| – | – | ﹤0.01% | 330 |
|
|
2019
Q4 | $19K | Hold |
167
| – | – | ﹤0.01% | 341 |
|
|
2019
Q3 | $20K | Hold |
167
| – | – | ﹤0.01% | 353 |
|
|
2019
Q2 | $17K | Hold |
167
| – | – | ﹤0.01% | 376 |
|
|
2019
Q1 | $17K | Hold |
167
| – | – | ﹤0.01% | 374 |
|
|
2018
Q4 | $16K | Sell |
167
-200
| -54% | -$19.2K | ﹤0.01% | 372 |
|
|
2018
Q3 | $42K | Hold |
367
| – | – | 0.01% | 305 |
|
|
2018
Q2 | $38K | Hold |
367
| – | – | 0.01% | 315 |
|
|
2018
Q1 | $38K | Sell |
367
-300
| -45% | -$31.1K | 0.01% | 326 |
|
|
2017
Q4 | $79K | Sell |
667
-158
| -19% | -$18.7K | 0.02% | 257 |
|
|
2017
Q3 | $99K | Hold |
825
| – | – | 0.02% | 235 |
|
|
2017
Q2 | $91K | Buy |
825
+300
| +57% | +$33.1K | 0.02% | 243 |
|
|
2017
Q1 | $56K | Sell |
525
-100
| -16% | -$10.7K | 0.01% | 288 |
|
|
2016
Q4 | $71K | Hold |
625
| – | – | 0.02% | 249 |
|
|
2016
Q3 | $68K | Sell |
625
-200
| -24% | -$21.8K | 0.02% | 252 |
|
|
2016
Q2 | $88K | Buy |
+825
| New | +$88K | 0.03% | 227 |
|