MHIM
MacNealy Hoover Investment Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $2M | Buy |
16,685
+342
| +2% | +$41K | 1.62% | 24 |
|
|
2019
Q2 | $1.69M | Buy |
16,343
+5,526
| +51% | +$571K | 1.28% | 29 |
|
|
2019
Q1 | $1.21M | Sell |
10,817
-3
| -0% | -$335 | 0.93% | 42 |
|
|
2018
Q4 | $1.06M | Sell |
10,820
-398
| -4% | -$38.8K | 0.92% | 41 |
|
|
2018
Q3 | $1.31M | Buy |
11,218
+526
| +5% | +$61.4K | 0.96% | 43 |
|
|
2018
Q2 | $1.14M | Buy |
10,692
+76
| +0.7% | +$8.08K | 0.88% | 44 |
|
|
2018
Q1 | $1.11M | Sell |
10,616
-102
| -1% | -$10.7K | 0.89% | 43 |
|
|
2017
Q4 | $1.28M | Sell |
10,718
-49
| -0.5% | -$5.84K | 0.92% | 42 |
|
|
2017
Q3 | $1.29M | Buy |
10,767
+2
| +0% | +$240 | 0.93% | 40 |
|
|
2017
Q2 | $1.19M | Buy |
10,765
+326
| +3% | +$36K | 0.9% | 39 |
|
|
2017
Q1 | $1.12M | Buy |
10,439
+104
| +1% | +$11.2K | 0.85% | 43 |
|
|
2016
Q4 | $1.19M | Sell |
10,335
-199
| -2% | -$22.8K | 0.91% | 41 |
|
|
2016
Q3 | $1.15M | Buy |
10,534
+2
| +0% | +$219 | 0.93% | 41 |
|
|
2016
Q2 | $1.14M | Buy |
10,532
+1
| +0% | +$108 | 0.92% | 43 |
|
|
2016
Q1 | $1.11M | Buy |
10,531
+1
| +0% | +$105 | 0.9% | 44 |
|
|
2015
Q4 | $1.01M | Buy |
10,530
+1
| +0% | +$96 | 0.85% | 47 |
|
|
2015
Q3 | $1.04M | Buy |
10,529
+1
| +0% | +$99 | 0.93% | 42 |
|
|
2015
Q2 | $1.02M | Buy |
10,528
+1
| +0% | +$97 | 0.84% | 49 |
|
|
2015
Q1 | $1.02M | Buy |
10,527
+1
| +0% | +$97 | 0.88% | 48 |
|
|
2014
Q4 | $1.17M | Sell |
10,526
-299
| -3% | -$33.2K | 1% | 41 |
|
|
2014
Q3 | $1.06M | Buy |
10,825
+50
| +0.5% | +$4.92K | 0.93% | 46 |
|
|
2014
Q2 | $1.11M | Sell |
10,775
-150
| -1% | -$15.4K | 0.97% | 43 |
|
|
2014
Q1 | $1.06M | Hold |
10,925
| – | – | 0.95% | 43 |
|
|
2013
Q4 | $1.15M | Buy |
+10,925
| New | +$1.15M | 1.07% | 38 |
|